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
$133M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$944K
3
+$905K
4
TMO icon
Thermo Fisher Scientific
TMO
+$673K
5
EMR icon
Emerson Electric
EMR
+$670K

Top Sells

1
+$1.53M
2
+$1.05M
3
+$1.01M
4
MMM icon
3M
MMM
+$924K
5
BAC icon
Bank of America
BAC
+$771K

Sector Composition

1 Technology 21.28%
2 Healthcare 16.64%
3 Financials 15.77%
4 Consumer Discretionary 9.27%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.28%
7,653
-57
27
$1.69M 1.27%
11,627
+133
28
$1.68M 1.26%
59,487
-267
29
$1.68M 1.26%
24,751
+282
30
$1.59M 1.2%
30,820
-700
31
$1.58M 1.19%
53,600
-26,177
32
$1.56M 1.17%
30,579
-2,576
33
$1.56M 1.17%
9,480
-115
34
$1.48M 1.11%
19,202
-194
35
$1.4M 1.05%
9,310
+51
36
$1.37M 1.03%
10,605
+217
37
$1.32M 1%
26,352
+338
38
$1.31M 0.99%
5,462
+2,488
39
$1.3M 0.98%
17,028
+8,749
40
$1.23M 0.92%
6,968
-5,243
41
$1.1M 0.83%
15,477
-75
42
$1.09M 0.82%
13,681
-112
43
$1.05M 0.79%
21,408
+80
44
$1.03M 0.77%
21,855
+54
45
$976K 0.73%
13,835
-1,501
46
$973K 0.73%
17,363
-29
47
$957K 0.72%
11,498
-431
48
$943K 0.71%
8,642
-67
49
$940K 0.71%
8,035
+81
50
$905K 0.68%
+16,152
1
2
3 4