SUN LIFE FINANCIAL INC
CIK: 0001097362SEC EDGAR →
Portfolio Value
$1.9M
Holdings
39
As of
Q4 2025
New Positions
36
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | XTRACKERS S&P 500 SCORED & SCREENED ETF | 3,857,067 | $240.9M | 12642.43% |
| 2 | ISHARES MSCI SOUTH KOREA ETF | 1,458,978 | $141.8M | 7444.67% |
| 3 | ISHARES MSCI TAIWAN ETF | 1,862,881 | $118.3M | 6211.63% |
| 4 | AAM SLC LOW DURATION INCOME ETF | 2,000,000 | $50.5M | 2650.53% |
| 5 | AAM CRESCENT CLO ETF | 2,000,000 | $50.1M | 2631.11% |
| 6 | ISHARES ESG SCREENED S&P 500 ETF | 823,040 | $43.4M | 2276.51% |
| 7 | ISHARES MSCI SINGAPORE ETF | 1,472,605 | $40.5M | 2126.25% |
| 8 | CRESCENT CAPITAL BDC INC | 2,226,308 | $31.3M | 1641.75% |
| 9 | VIVID SEATS INC | 422,982 | $21.0M | 1102.20% |
| 10 | ISHARES MSCI INDIA ETF | 341,900 | $18.5M | 969.94% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $745.9M | 88.7% |
| Unknown | 6 | $64.9M | 7.7% |
| Technology | 1 | $21.0M | 2.5% |
| Real Estate | 7 | $6.0M | 0.7% |
| Communication Services | 1 | $3.2M | 0.4% |