SLF

Sun Life Financial Portfolio holdings

AUM $1.83B
1-Year Est. Return 11.78%
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$10.1M
3
+$8.99M
4
SPG icon
Simon Property Group
SPG
+$8.34M
5
HST icon
Host Hotels & Resorts
HST
+$8.32M

Top Sells

1
+$28.1M
2
+$2.03M
3
+$1.75M
4
RTX icon
RTX Corp
RTX
+$324K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$224K

Sector Composition

1 Real Estate 14.39%
2 Financials 1.71%
3 Healthcare 1.63%
4 Industrials 1.36%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23K ﹤0.01%
174
-8
202
$23K ﹤0.01%
364
+7
203
$22K ﹤0.01%
349
+4
204
$22K ﹤0.01%
156
+9
205
$22K ﹤0.01%
+220
206
$22K ﹤0.01%
131
207
$21K ﹤0.01%
813
+3
208
$21K ﹤0.01%
139
+2
209
$20K ﹤0.01%
143
210
$20K ﹤0.01%
67
211
$20K ﹤0.01%
336
+4
212
$19K ﹤0.01%
675
213
$19K ﹤0.01%
267
+6
214
$19K ﹤0.01%
446
-8
215
$19K ﹤0.01%
311
-6
216
$18K ﹤0.01%
442
+3
217
$18K ﹤0.01%
348
-1
218
$18K ﹤0.01%
94
219
$18K ﹤0.01%
216
+6
220
$18K ﹤0.01%
155
-7
221
$17K ﹤0.01%
279
+5
222
$17K ﹤0.01%
51
223
$17K ﹤0.01%
469
+19
224
$17K ﹤0.01%
50
-1
225
$17K ﹤0.01%
89
-1
7 8
9
10 11