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
$139M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.46M
3
+$1.13M
4
CBRE icon
CBRE Group
CBRE
+$834K
5
SPGI icon
S&P Global
SPGI
+$750K

Top Sells

1
+$1.65M
2
+$1.01M
3
+$984K
4
MWA icon
Mueller Water Products
MWA
+$965K
5
UNH icon
UnitedHealth
UNH
+$937K

Sector Composition

1 Technology 19.99%
2 Financials 15.68%
3 Healthcare 13.64%
4 Consumer Discretionary 12.23%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.43%
10,313
+2,954
27
$1.89M 1.36%
33,159
+994
28
$1.86M 1.34%
6,349
+485
29
$1.86M 1.34%
+10,864
30
$1.77M 1.27%
14,329
+328
31
$1.74M 1.25%
21,771
+381
32
$1.63M 1.17%
21,432
+789
33
$1.59M 1.15%
10,664
+246
34
$1.5M 1.08%
51,588
+956
35
$1.46M 1.05%
+15,828
36
$1.4M 1.01%
20,995
+643
37
$1.29M 0.93%
29,212
+413
38
$1.29M 0.93%
24,383
+11,123
39
$1.28M 0.92%
30,197
+3,723
40
$1.25M 0.9%
27,993
-75
41
$1.22M 0.88%
41,682
+1,188
42
$1.21M 0.87%
15,125
-124
43
$1.15M 0.83%
10,042
+43
44
$1.15M 0.82%
5,598
+66
45
$1.13M 0.81%
57,276
-35
46
$1.13M 0.81%
77,050
+3,800
47
$1M 0.72%
13,319
-15
48
$978K 0.7%
10,499
+5
49
$934K 0.67%
14,294
+470
50
$895K 0.64%
7,767
+26
1
2
3 4 5