SLF

Sun Life Financial Portfolio holdings

AUM $1.96B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$762M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$33.3M
3
+$6.09M
4
CPT icon
Camden Property Trust
CPT
+$3.45M
5
UDR icon
UDR
UDR
+$2.22M

Top Sells

1
+$7.87M
2
+$7.85M
3
+$5.2M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.28M
5
BXP icon
Boston Properties
BXP
+$3.83M

Sector Composition

1 Real Estate 15.78%
2 Technology 1.21%
3 Healthcare 1.21%
4 Financials 1%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$44K 0.01%
213
-5
177
$43K 0.01%
176
+2
178
$43K 0.01%
742
-6
179
$43K 0.01%
459
-5
180
$41K 0.01%
1,359
-9
181
$40K 0.01%
131
-1
182
$40K 0.01%
254
+1
183
$40K 0.01%
850
-10
184
$39K 0.01%
212
-2
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$39K 0.01%
339
+4
186
$38K 0.01%
53
187
$38K 0.01%
177
-4
188
$38K 0.01%
332
189
$38K 0.01%
795
190
$38K 0.01%
810
-5
191
$37K ﹤0.01%
143
+1
192
$37K ﹤0.01%
251
-1
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$36K ﹤0.01%
131
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$36K ﹤0.01%
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$36K ﹤0.01%
151
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$36K ﹤0.01%
147
197
$36K ﹤0.01%
154
-3
198
$35K ﹤0.01%
170
-2
199
$35K ﹤0.01%
300
-2
200
$34K ﹤0.01%
368
-12
6 7
8
9 10