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
$977M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.65M
3
+$1.57M
4
KIM icon
Kimco Realty
KIM
+$1.36M
5
MAC icon
Macerich
MAC
+$1.35M

Top Sells

1
+$25.1M
2
+$10.5M
3
+$5.04M
4
MSFT icon
Microsoft
MSFT
+$3.4M
5
META icon
Meta Platforms (Facebook)
META
+$2.16M

Sector Composition

1 Real Estate 1.89%
2 Financials 1.69%
3 Healthcare 1.61%
4 Utilities 1.52%
5 Technology 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$91K 0.01%
1,284
-3,039
202
$91K 0.01%
1,117
-2,666
203
$91K 0.01%
627
-1,485
204
$89K 0.01%
735
-1,731
205
$88K 0.01%
957
-2,279
206
$86K 0.01%
375
-889
207
$84K 0.01%
532
-1,260
208
$83K 0.01%
555
-1,296
209
$81K 0.01%
600
-1,433
210
$80K 0.01%
1,435
-3,439
211
$80K 0.01%
2,306
-5,435
212
$78K 0.01%
171
-403
213
$78K 0.01%
315
-748
214
$78K 0.01%
1,199
-2,835
215
$78K 0.01%
1,189
-2,811
216
$77K 0.01%
1,067
-2,546
217
$76K 0.01%
569
-1,361
218
$76K 0.01%
4,203
-9,968
219
$76K 0.01%
875
-2,103
220
$75K 0.01%
3,008
-7,080
221
$75K 0.01%
1,163
-2,768
222
$73K 0.01%
537
-1,281
223
$72K 0.01%
1,273
-3,012
224
$71K 0.01%
673
-1,594
225
$71K 0.01%
1,071
-2,655
7 8
9
10 11