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
$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
1
$428M 56.15%
1,144,884
+222,126
2
$68.4M 8.98%
218,150
-4,500
3
$33.3M 4.37%
334,084
+333,635
4
$16.6M 2.17%
283,735
-60,980
5
$16.3M 2.14%
101,465
-21,591
6
$15.6M 2.05%
156,120
+34,508
7
$14.8M 1.94%
156,733
-40,510
8
$14.2M 1.87%
41,409
-22,840
9
$11.1M 1.46%
29,590
10
$8.4M 1.1%
286,823
+27,508
11
$8.32M 1.09%
216,616
+57,718
12
$7.47M 0.98%
31,482
-13,083
13
$7.35M 0.96%
17,500
14
$6.75M 0.88%
180,644
-95,704
15
$6.1M 0.8%
111,810
+111,625
16
$5.98M 0.78%
88,514
+2,075
17
$5.2M 0.68%
60,966
-60,995
18
$4.99M 0.65%
25,638
19
$4.63M 0.61%
316,212
-537,660
20
$4.31M 0.56%
147,555
-35,773
21
$3.88M 0.51%
49,048
-9,864
22
$3.39M 0.45%
37,090
-46,767
23
$2.96M 0.39%
88,950
-1,325
24
$2.59M 0.34%
33,300
-25,154
25
$2.43M 0.32%
33,262
-36,850
1
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