AC

Arjuna Capital Portfolio holdings

AUM $379M
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.27M
3
+$4.09M
4
JPM icon
JPMorgan Chase
JPM
+$3.65M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.45M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.74%
2 Financials 16.89%
3 Healthcare 15.01%
4 Industrials 10.1%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.47%
+9,580
27
$1.55M 1.46%
+20,658
28
$1.51M 1.42%
+9,715
29
$1.51M 1.41%
+24,796
30
$1.45M 1.35%
+26,337
31
$1.36M 1.27%
+10,138
32
$1.17M 1.09%
+17,416
33
$1.14M 1.06%
+19,795
34
$1.12M 1.05%
+12,266
35
$1.12M 1.05%
+7,404
36
$1.1M 1.03%
+24,934
37
$1.1M 1.03%
+39,089
38
$1.09M 1.03%
+10,149
39
$1.07M 1.01%
+20,917
40
$1.05M 0.98%
+8,250
41
$1.03M 0.96%
+19,460
42
$975K 0.91%
+15,918
43
$895K 0.84%
+13,853
44
$893K 0.84%
+15,864
45
$868K 0.81%
+40,529
46
$852K 0.8%
+12,990
47
$806K 0.75%
+15,662
48
$767K 0.72%
+5,250
49
$696K 0.65%
+9,358
50
$696K 0.65%
+14,664
1
2
3 4