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CIK: 0001097362
Total reported value
$2.0B
$2.0B
33 檔
59.4%
During the Q3 2024 filing period, Sun Life Financial Inc (CIK: 0001097362) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 33 reported positions.
During Q3 2024, Sun Life Financial Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | 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 | 20.23% | +0.63% | -1.04% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.96% | +0.54% | -1.31% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 16.74% | +0.47% | — | |
| 4 | EWT | Ishares Msci Taiwan ETF | ETF-Other | 5.76% | +0.81% | -1.73% | |
| 5 | EWY | Ishares Msci South Korea ETF | ETF-Other | 5.02% | — | -5.70% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.62% | +1.15% | +0.28% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.43% | — | — | |
| 8 | ✓ | Mister Car Wash, Inc | Stock-Other | 3.46% | — | — | |
| 9 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.51% | — | — | |
| 10 | CCAP | Crescent Capital Bdc Inc | Stock-Other | 2.30% | -0.29% | +20.75% | |
| 11 | XVV | Ishares Esg Select Screened | ETF-Other | 2.03% | -1.02% | — | |
| 12 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.89% | — | — | |
| 13 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.84% | -0.01% | +27.33% | |
| 14 | PLD | Prologis Inc | Stock-Real Estate | 1.55% | -0.01% | -40.13% | |
| 15 | EWS | Ishares Msci Singapore ETF | ETF-Other | 1.53% | -2.72% | -17.56% | |
| 16 | INDA | Ishares Msci India ETF | ETF-Other | 1.15% | +0.03% | +2.99% | |
| 17 | CPT | Camden Property Trust | Stock-Real Estate | 1.10% | — | — | |
| 18 | EIDO | Ishares Msci Indonesia ETF | ETF-Other | 0.90% | -0.35% | -7.74% | |
| 19 | EWM | Ishares Msci Malaysia ETF | ETF-Other | 0.84% | -0.10% | +9.28% | |
| 20 | THD | Ishares Msci Thailand ETF | ETF-Other | 0.84% | +0.13% | +25.72% | |
| 21 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.57% | -0.02% | — | |
| 22 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.56% | — | — | |
| 23 | EQIX | Equinix Inc | Stock-Real Estate | 0.56% | — | — | |
| 24 | BXP | Bxp Inc | Stock-Real Estate | 0.54% | — | — | |
| 25 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.47% | -0.01% | -40.13% | |
| 26 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 0.42% | — | -40.13% | |
| 27 | EPHE | Ishares Msci Philippines ETF | ETF-Other | 0.35% | — | +18.54% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.35% | -0.03% | -9.71% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.24% | -12.55% | |
| 30 | EWQ | Ishares Msci France ETF | ETF-Other | 0.13% | -0.01% | -1.01% | |
| 31 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.04% | -0.03% | — | |
| 32 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.03% | — | -4.04% | |
| 33 | EAFEUR | Graftech International LTD | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, Sun Life Financial Inc reported a total U.S. public equity portfolio value of $2.0B across 33 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, VOO) accounted for 59.4% of total reported equity market value during Q3 2024.
During Q3 2024, Sun Life Financial Inc's top holdings by market value included SPY (20.2%)、IVV (17.0%)、VOO (16.7%). The largest single position, SPY, represented 20.2% of total portfolio value.
In Q3 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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