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
$138M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$900K
2 +$880K
3 +$831K
4
UPS icon
United Parcel Service
UPS
+$740K
5
A icon
Agilent Technologies
A
+$693K

Top Sells

1 +$965K
2 +$612K
3 +$579K
4
CELG
Celgene Corp
CELG
+$530K
5
VRSK icon
Verisk Analytics
VRSK
+$418K

Sector Composition

1 Technology 21.69%
2 Financials 16.39%
3 Healthcare 13.51%
4 Consumer Discretionary 10.86%
5 Communication Services 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.99M 1.44%
11,131
-73
27
$1.85M 1.34%
52,560
-363
28
$1.83M 1.32%
14,681
+73
29
$1.81M 1.31%
40,222
+9,224
30
$1.75M 1.27%
11,991
-6,617
31
$1.66M 1.2%
31,315
+79
32
$1.66M 1.2%
12,914
+3,045
33
$1.51M 1.09%
8,027
+4,421
34
$1.48M 1.07%
24,166
+14,356
35
$1.35M 0.98%
80,650
+1,400
36
$1.35M 0.97%
45,587
-251
37
$1.32M 0.95%
5,739
+75
38
$1.31M 0.95%
21,251
+133
39
$1.3M 0.94%
9,516
-1,349
40
$1.28M 0.92%
20,776
-24
41
$1.19M 0.86%
42,414
-36
42
$1.11M 0.81%
12,834
-155
43
$1.06M 0.77%
14,604
-393
44
$1.03M 0.74%
12,841
+7,718
45
$1.02M 0.74%
12,953
+7,000
46
$1.02M 0.74%
7,697
+3,259
47
$900K 0.65%
+22,099
48
$823K 0.6%
8,120
+1,910
49
$823K 0.6%
2,799
-1
50
$818K 0.59%
9,568
+1,929