Sun Life Financial as of Dec. 31, 2010
Portfolio Holdings for Sun Life Financial
Sun Life Financial holds 193 positions in its portfolio as reported in the December 2010 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 30.9 | $830M | 6.6M | 125.75 | |
iShares MSCI EAFE Index Fund (EFA) | 9.1 | $243M | 4.2M | 58.22 | |
Barclays Bank | 2.4 | $65M | 76M | 0.85 | |
iShares Russell 2000 Index (IWM) | 2.0 | $54M | 687k | 78.24 | |
iShares Russell Midcap Growth Idx. (IWP) | 2.0 | $53M | 939k | 56.61 | |
iShares S&P 500 Index (IVV) | 1.9 | $50M | 393k | 126.25 | |
Simon Property (SPG) | 1.2 | $31M | 315k | 99.49 | |
iShares Russell 1000 Value Index (IWD) | 1.1 | $30M | 459k | 64.87 | |
iShares MSCI EAFE Index Fund (EFA) | 0.9 | $25M | 429k | 58.22 | |
Lloyds Banking Group | 0.9 | $24M | 34M | 0.70 | |
PowerShares QQQ Trust, Series 1 | 0.9 | $24M | 439k | 54.53 | |
Weyerhaeuser Company (WY) | 0.8 | $23M | 1.2M | 18.93 | |
Sun Hung Kai Properties | 0.8 | $22M | 1.3M | 16.61 | |
Lloyds Banking Group | 0.8 | $20M | 29M | 0.70 | |
Exxon Mobil Corporation (XOM) | 0.7 | $19M | 259k | 73.12 | |
MRV Communications (MRVC) | 0.6 | $17M | 9.5M | 1.79 | |
Public Storage (PSA) | 0.6 | $16M | 161k | 101.42 | |
Medical Properties Trust (MPW) | 0.6 | $16M | 1.5M | 10.83 | |
Kayne Anderson ETR Fund | 0.6 | $16M | 600k | 26.50 | |
Kayne Anderson MLP Investment | 0.6 | $16M | 600k | 26.60 | |
Microsoft Corporation (MSFT) | 0.6 | $16M | 563k | 27.91 | |
Vicor Corporation (VICR) | 0.6 | $16M | 947k | 16.40 | |
iShares MSCI EAFE Index Fund (EFA) | 0.6 | $15M | 265k | 58.22 | |
Vornado Realty Trust (VNO) | 0.6 | $15M | 185k | 83.33 | |
Boston Scientific Corporation (BSX) | 0.5 | $13M | 1.8M | 7.57 | |
Segro (SGRO) | 0.5 | $13M | 3.0M | 4.47 | |
Westfield Group | 0.5 | $13M | 1.4M | 9.77 | |
BioMed Realty Trust | 0.5 | $13M | 701k | 18.65 | |
Br Malls Participa | 0.5 | $13M | 1.3M | 10.31 | |
Atrium European Real Estate | 0.5 | $13M | 2.2M | 5.85 | |
Mitsui Fudosan | 0.5 | $13M | 630k | 19.95 | |
Mitsubishi Estate | 0.5 | $12M | 660k | 18.56 | |
Stockland | 0.5 | $12M | 3.3M | 3.67 | |
Digital Realty Trust (DLR) | 0.4 | $12M | 227k | 51.54 | |
Mid-America Apartment (MAA) | 0.4 | $12M | 188k | 63.49 | |
Verizon Communications (VZ) | 0.4 | $12M | 321k | 35.78 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.4 | $12M | 71k | 164.69 | |
Capitaland | 0.4 | $12M | 4.0M | 2.89 | |
Supervalu | 0.4 | $11M | 1.2M | 9.63 | |
Link Reit | 0.4 | $11M | 3.6M | 3.11 | |
Home Properties | 0.4 | $11M | 199k | 55.49 | |
Parkway Properties | 0.4 | $11M | 622k | 17.52 | |
iShares MSCI United Kingdom Index | 0.4 | $11M | 627k | 17.37 | |
Unibail Rodamco Se | 0.4 | $11M | 55k | 197.98 | |
Chevron Corporation (CVX) | 0.4 | $11M | 119k | 91.24 | |
Silicon Graphics International | 0.4 | $11M | 1.2M | 9.03 | |
Kayne Anderson MLP Investment | 0.4 | $11M | 440k | 24.72 | |
Starwood Property Trust (STWD) | 0.4 | $11M | 492k | 21.48 | |
Pfizer (PFE) | 0.4 | $10M | 588k | 17.51 | |
Smfg Preferred Capital 2 | 0.4 | $10M | 9.7M | 1.06 | |
Intermec | 0.4 | $9.8M | 777k | 12.66 | |
Merck & Co (MRK) | 0.4 | $9.9M | 276k | 36.04 | |
Alcatel-Lucent | 0.4 | $10M | 3.4M | 2.96 | |
Entertainment Properties Trust | 0.4 | $9.6M | 207k | 46.25 | |
Equity Lifestyle Properties (ELS) | 0.4 | $9.6M | 172k | 55.93 | |
Kimco Realty Corporation (KIM) | 0.4 | $9.7M | 535k | 18.04 | |
iShares MSCI Japan Index | 0.3 | $9.4M | 866k | 10.90 | |
Boston Properties (BXP) | 0.3 | $9.5M | 110k | 86.10 | |
Motorola | 0.3 | $9.1M | 1.0M | 9.07 | |
Wharf Holdings | 0.3 | $9.2M | 1.2M | 7.69 | |
Unum (UNM) | 0.3 | $8.8M | 362k | 24.22 | |
General Electric Company | 0.3 | $8.6M | 472k | 18.29 | |
Intel Corporation (INTC) | 0.3 | $8.6M | 410k | 21.03 | |
Corio Nv | 0.3 | $8.5M | 132k | 64.23 | |
NCR Corporation (VYX) | 0.3 | $8.3M | 537k | 15.37 | |
CFS RETAIL PROPERTY Trust | 0.3 | $8.4M | 4.7M | 1.80 | |
Equity Residential (EQR) | 0.3 | $8.2M | 158k | 51.95 | |
Procter & Gamble Company (PG) | 0.3 | $8.1M | 125k | 64.33 | |
Ventas (VTR) | 0.3 | $8.1M | 155k | 52.48 | |
Silicon Graphics International | 0.3 | $8.2M | 941k | 8.71 | |
DuPont Fabros Technology | 0.3 | $7.8M | 365k | 21.27 | |
Hang Lung Properties | 0.3 | $7.8M | 1.7M | 4.68 | |
At&t (T) | 0.3 | $7.6M | 257k | 29.38 | |
Plum Creek Timber | 0.3 | $7.7M | 204k | 37.45 | |
Alexandria Real Estate Equities (ARE) | 0.3 | $7.4M | 101k | 73.26 | |
Genworth Financial (GNW) | 0.3 | $7.1M | 543k | 13.14 | |
Boston Scientific Corporation (BSX) | 0.3 | $7.2M | 950k | 7.57 | |
Goldman Sachs (GS) | 0.3 | $7.1M | 42k | 168.16 | |
Travelers Companies (TRV) | 0.3 | $6.9M | 124k | 55.71 | |
Walt Disney Company (DIS) | 0.2 | $6.8M | 181k | 37.51 | |
Cousins Properties | 0.2 | $6.6M | 796k | 8.34 | |
Taubman Centers | 0.2 | $6.8M | 134k | 50.48 | |
Hess (HES) | 0.2 | $6.4M | 84k | 76.54 | |
United Technologies Corporation | 0.2 | $6.3M | 81k | 78.72 | |
Henderson Land Development | 0.2 | $6.4M | 933k | 6.82 | |
Klepierre | 0.2 | $6.3M | 176k | 36.11 | |
PNC Financial Services (PNC) | 0.2 | $6.3M | 103k | 60.72 | |
E.I. du Pont de Nemours & Company | 0.2 | $6.0M | 121k | 49.88 | |
Occidental Petroleum Corporation (OXY) | 0.2 | $6.2M | 63k | 98.10 | |
Ford Motor Company (F) | 0.2 | $6.2M | 367k | 16.79 | |
National Semiconductor Corporation | 0.2 | $6.1M | 446k | 13.76 | |
Nationwide Health Properties | 0.2 | $6.2M | 170k | 36.38 | |
HCP | 0.2 | $6.2M | 168k | 36.79 | |
Cisco Systems (CSCO) | 0.2 | $6.0M | 295k | 20.23 | |
Best Buy (BBY) | 0.2 | $5.9M | 173k | 34.29 | |
Honeywell International (HON) | 0.2 | $6.0M | 112k | 53.16 | |
International Business Machines (IBM) | 0.2 | $5.8M | 40k | 146.77 | |
Gap (GAP) | 0.2 | $6.0M | 273k | 22.14 | |
NTT Urban Development Corp. | 0.2 | $6.0M | 6.1k | 985.78 | |
Tokyo Tatemono | 0.2 | $6.0M | 1.3M | 4.63 | |
Charles Schwab Corporation (SCHW) | 0.2 | $5.6M | 329k | 17.11 | |
State Street Corporation (STT) | 0.2 | $5.6M | 120k | 46.34 | |
U.S. Bancorp (USB) | 0.2 | $5.7M | 211k | 26.97 | |
Coca-Cola Company (KO) | 0.2 | $5.7M | 86k | 65.77 | |
Wal-Mart Stores (WMT) | 0.2 | $5.6M | 104k | 53.93 | |
Mack-Cali Realty (VRE) | 0.2 | $5.7M | 172k | 33.06 | |
Halozyme Therapeutics (HALO) | 0.2 | $5.5M | 696k | 7.92 | |
EQT Corporation (EQT) | 0.2 | $5.7M | 127k | 44.84 | |
Global Logistic Prop | 0.2 | $5.5M | 3.3M | 1.68 | |
Via | 0.2 | $5.4M | 137k | 39.61 | |
3M Company (MMM) | 0.2 | $5.3M | 61k | 86.29 | |
Kraft Foods | 0.2 | $5.3M | 169k | 31.51 | |
Morgan Stanley (MS) | 0.2 | $5.5M | 200k | 27.21 | |
ConocoPhillips (COP) | 0.2 | $5.5M | 81k | 68.09 | |
Macy's (M) | 0.2 | $5.4M | 212k | 25.30 | |
Pepsi (PEP) | 0.2 | $5.4M | 83k | 65.32 | |
D.R. Horton (DHI) | 0.2 | $5.4M | 454k | 11.93 | |
New York Times Company (NYT) | 0.2 | $5.5M | 557k | 9.80 | |
Saic | 0.2 | $5.5M | 344k | 15.86 | |
Duke Realty Corporation | 0.2 | $5.3M | 425k | 12.46 | |
AES Corporation (AES) | 0.2 | $5.0M | 410k | 12.18 | |
Bristol Myers Squibb (BMY) | 0.2 | $5.1M | 192k | 26.48 | |
Dow Chemical Company | 0.2 | $5.1M | 149k | 34.14 | |
International Paper Company (IP) | 0.2 | $5.0M | 184k | 27.24 | |
Philip Morris International (PM) | 0.2 | $5.0M | 86k | 58.54 | |
Target Corporation (TGT) | 0.2 | $5.0M | 84k | 60.13 | |
Exelon Corporation (EXC) | 0.2 | $5.2M | 125k | 41.64 | |
Marathon Oil Corporation (MRO) | 0.2 | $5.2M | 140k | 37.03 | |
Tanger Factory Outlet Centers (SKT) | 0.2 | $5.1M | 99k | 51.19 | |
Goodman Group | 0.2 | $5.1M | 7.7M | 0.66 | |
EOG Resources (EOG) | 0.2 | $4.8M | 53k | 91.40 | |
Brinker International (EAT) | 0.2 | $4.8M | 229k | 20.88 | |
Emulex Corporation | 0.2 | $4.8M | 411k | 11.66 | |
Douglas Emmett (DEI) | 0.2 | $4.8M | 291k | 16.60 | |
Brocade Communications Systems | 0.2 | $4.8M | 904k | 5.29 | |
Federal Realty Inv. Trust | 0.2 | $4.7M | 61k | 77.92 | |
Land Securities | 0.2 | $4.9M | 467k | 10.51 | |
Nippon Building Fund | 0.2 | $4.9M | 478.00 | 10265.69 | |
CVS Caremark Corporation (CVS) | 0.2 | $4.5M | 130k | 34.77 | |
Texas Instruments Incorporated (TXN) | 0.2 | $4.6M | 141k | 32.50 | |
Lowe's Companies (LOW) | 0.2 | $4.5M | 178k | 25.08 | |
SL Green Realty | 0.2 | $4.7M | 70k | 67.51 | |
British Land Company | 0.2 | $4.5M | 554k | 8.18 | |
Boeing Company (BA) | 0.2 | $4.4M | 68k | 65.26 | |
Raytheon Company | 0.2 | $4.3M | 92k | 46.34 | |
FedEx Corporation (FDX) | 0.1 | $4.0M | 43k | 93.02 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $4.2M | 66k | 63.05 | |
UnitedHealth (UNH) | 0.1 | $4.1M | 112k | 36.11 | |
MetLife (MET) | 0.1 | $4.0M | 90k | 44.44 | |
Ramco-Gershenson Properties Trust | 0.1 | $4.0M | 324k | 12.45 | |
Mercialys | 0.1 | $4.0M | 106k | 37.59 | |
New World Development | 0.1 | $4.1M | 2.2M | 1.88 | |
Lockheed Martin Corporation (LMT) | 0.1 | $3.9M | 55k | 69.92 | |
Beni Stabili Spa | 0.1 | $3.8M | 4.5M | 0.85 | |
Capital & Counties Properties (CAPC) | 0.1 | $3.7M | 1.6M | 2.35 | |
American Express Company (AXP) | 0.1 | $3.4M | 80k | 42.92 | |
Berkshire Hathaway (BRK.B) | 0.1 | $3.4M | 42k | 80.10 | |
Abbott Laboratories (ABT) | 0.1 | $3.5M | 72k | 47.90 | |
Big Yellow (BYG) | 0.1 | $3.5M | 632k | 5.47 | |
Technicolor Sa | 0.1 | $3.5M | 745k | 4.76 | |
Westfield Retail Trust | 0.1 | $3.6M | 1.4M | 2.62 | |
AvalonBay Communities (AVB) | 0.1 | $3.2M | 28k | 112.56 | |
iShares MSCI France Index (EWQ) | 0.1 | $3.3M | 136k | 24.30 | |
AerCap Holdings | 0.1 | $3.3M | 235k | 14.12 | |
Japan Retail Fund Investment | 0.1 | $3.1M | 1.6k | 1918.97 | |
PSP Swiss Property Ag-reg | 0.1 | $3.2M | 40k | 80.34 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $2.9M | 67k | 42.42 | |
ProLogis | 0.1 | $2.9M | 204k | 14.44 | |
iShares MSCI United Kingdom Index | 0.1 | $2.8M | 168k | 17.01 | |
Bank of America Corporation (BAC) | 0.1 | $2.7M | 205k | 13.34 | |
Wells Fargo & Company (WFC) | 0.1 | $2.6M | 85k | 30.99 | |
Merge Healthcare | 0.1 | $2.5M | 664k | 3.73 | |
Altria (MO) | 0.1 | $2.1M | 86k | 24.63 | |
Associated Estates Realty Corporation | 0.1 | $2.1M | 136k | 15.29 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $2.2M | 25k | 87.43 | |
Hammerson (HMSO) | 0.1 | $2.1M | 328k | 6.51 | |
Delta Air Lines (DAL) | 0.1 | $1.9M | 152k | 12.60 | |
Baxter International (BAX) | 0.1 | $1.5M | 30k | 50.62 | |
Citi | 0.1 | $1.7M | 365k | 4.73 | |
Cosi | 0.1 | $1.6M | 1.4M | 1.19 | |
iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 0.1 | $1.6M | 26k | 61.57 | |
Amgen (AMGN) | 0.1 | $1.4M | 26k | 54.91 | |
CapLease | 0.1 | $1.4M | 239k | 5.82 | |
Tellabs | 0.0 | $1.1M | 160k | 6.78 | |
CCG Commercial Pool II | 0.0 | $1.1M | 1.0k | 1107.00 | |
iShares MSCI Germany Index Fund (EWG) | 0.0 | $733k | 31k | 23.88 | |
Technicolor Sa | 0.0 | $775k | 1.4M | 0.56 | |
Lexington Realty Trust (LXP) | 0.0 | $594k | 75k | 7.94 | |
BOI Capital Funding No 2 | 0.0 | $600k | 2.0M | 0.30 | |
Centro Properties Group | 0.0 | $326k | 2.0M | 0.16 | |
Technicolor Sa | 0.0 | $365k | 651k | 0.56 | |
Xl Capital | 0.0 | $339k | 394k | 0.86 | |
Kroger (KR) | 0.0 | $39k | 1.7k | 22.52 |