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CIK: 0001097362
Total reported value
$2.0B
$2.0B
32 檔
54.4%
The Q1 2024 SEC filing reveals that Sun Life Financial Inc held a total portfolio value of $2.0B, covering 32 public equity positions.
During Q1 2024, Sun Life Financial Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, VOO) accounted for 54.4% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 21.55% | +0.63% | -63.88% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.22% | +0.54% | +911.37% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.29% | +0.47% | +1531.75% | |
| 4 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 4.93% | +0.81% | +26.54% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.87% | +1.15% | -1.89% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.87% | — | — | |
| 7 | ✓ | Mister Car Wash, Inc | Stock-Other | 4.52% | — | — | |
| 8 | EWY | Ishares Msci South Korea ETF | ETF-Other | 4.31% | — | -32.53% | |
| 9 | PLD | Prologis Inc | Stock-Real Estate | 3.02% | -0.01% | — | |
| 10 | XVV | Ishares Esg Select Screened | ETF-Other | 2.09% | -1.02% | — | |
| 11 | CCAP | Crescent Capital Bdc Inc | Stock-Other | 1.85% | -0.29% | — | |
| 12 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.76% | — | — | |
| 13 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.45% | -0.01% | +2.57% | |
| 14 | INDA | Ishares Msci India ETF | ETF-Other | 1.01% | +0.03% | -89.08% | |
| 15 | CPT | Camden Property Trust | Stock-Real Estate | 0.99% | — | — | |
| 16 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.97% | — | — | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.94% | — | — | |
| 18 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.84% | -0.01% | — | |
| 19 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.79% | — | — | |
| 20 | EWS | Ishares Msci Singapore ETF | ETF-Other | 0.63% | -2.72% | — | |
| 21 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.59% | -0.02% | — | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.59% | — | — | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.39% | -0.03% | -18.97% | |
| 24 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.36% | -0.35% | — | |
| 25 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 0.27% | -0.10% | — | |
| 26 | EPHE | Ishares Msci Philippines ETF | ETF-Other | 0.24% | — | — | |
| 27 | THD | Ishares Msci Thailand ETF | ETF-Other | 0.22% | +0.13% | — | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.16% | -0.24% | -22.65% | |
| 29 | EWQ | Ishares Msci France ETF | ETF-Other | 0.16% | -0.01% | — | |
| 30 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.07% | -0.03% | — | |
| 31 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.03% | — | — | |
| 32 | EAFEUR | Graftech International LTD | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Sun Life Financial Inc reported a total U.S. public equity portfolio value of $2.0B across 32 disclosed positions in Q1 2024.
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During Q1 2024, Sun Life Financial Inc's top holdings by market value included SPY (21.6%)、IVV (18.2%)、VOO (17.3%). The largest single position, SPY, represented 21.6% of total portfolio value.
In Q1 2024, Sun Life Financial Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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