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SUN LIFE FINANCIAL INC

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TORONTO A6
13F Summary
SUN Life Financial is based out of Toronto. Their last reported 13F filing for Q4 2023 included $1,654,885,000 in managed 13F securities and a top 10 holdings concentration of 90.49%. SUN Life Financial's largest holding is SPDR S&P 500 ETF TRUST with shares held of 1,813,548. Whalewisdom has at least 99 13F filings, 88 13G filings, and 14 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2015-03-27. The notice included securities offered of Equity

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
SPY SPDR S&P 500 ETF TRU 52.09%
INDA iShares MSCI India E 8.39%
EWY iShares MSCI South K 5.99%
MCW Mister Car Wash Inc 4.84%
IGSB iShares 1-5 Year Inv 4.68%

2023-12-31

13F Activity

Market Value $1.65b, Prior: $1.36b
New Purchases 3 stocks
Added To 3 stocks
Sold out of 3 stocks
Reduced holdings in 7 stocks
Top 10 Holdings % 90.49%
Turnover %[1] 25%
Turnover Alt %[2] 1.02%
Time Held Top 20 10.85 quarters
Time Held Top 10 9.7 quarters
Time Held All 20.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance