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
$627M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1 +$49M
2 +$18.4M
3 +$4.41M
4
ESS icon
Essex Property Trust
ESS
+$4.2M
5
HPP
Hudson Pacific Properties
HPP
+$1.74M

Top Sells

1 +$1.71M
2 +$1.54M
3 +$983K
4
WMB icon
Williams Companies
WMB
+$948K
5
PGR icon
Progressive
PGR
+$821K

Sector Composition

1 Real Estate 15.99%
2 Technology 1.64%
3 Healthcare 1.6%
4 Financials 1.22%
5 Communication Services 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$309M 49.26%
922,758
+146,189
2
$61.9M 9.86%
222,650
-5,550
3
$19.8M 3.15%
64,249
-1,778
4
$18.4M 2.93%
+123,056
5
$17.4M 2.77%
344,715
+274
6
$15.8M 2.52%
197,243
+21,696
7
$10.8M 1.72%
121,612
+11,102
8
$9.94M 1.59%
29,590
9
$9.32M 1.49%
276,348
+30,521
10
$9.21M 1.47%
853,872
+39,621
11
$8.95M 1.43%
44,565
+20,904
12
$7.89M 1.26%
121,961
-6,605
13
$6.79M 1.08%
83,857
+4,163
14
$6.61M 1.05%
259,315
15
$5.93M 0.95%
17,500
16
$5.18M 0.83%
158,898
+135,328
17
$5.11M 0.81%
86,439
+9,650
18
$4.78M 0.76%
218,044
+79,550
19
$4.6M 0.73%
183,328
+16,260
20
$4.46M 0.71%
70,112
+5,250
21
$4.37M 0.7%
25,638
-10,040
22
$3.67M 0.58%
58,454
+1,646
23
$3.56M 0.57%
58,912
24
$2.52M 0.4%
90,275
25
$1.76M 0.28%
57,741