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
$145M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.08M
3
+$1.71M
4
VOYA icon
Voya Financial
VOYA
+$1.47M
5
UNH icon
UnitedHealth
UNH
+$1.41M

Top Sells

1
+$1.93M
2
+$1.92M
3
+$1.83M
4
SBUX icon
Starbucks
SBUX
+$1.31M
5
STT icon
State Street
STT
+$1.25M

Sector Composition

1 Technology 25.11%
2 Healthcare 14.6%
3 Financials 12.95%
4 Consumer Discretionary 11.78%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.44%
+50,086
27
$1.91M 1.32%
7,146
+85
28
$1.74M 1.2%
82,450
29
$1.73M 1.2%
44,951
+35,251
30
$1.68M 1.16%
8,711
+50
31
$1.63M 1.12%
14,570
-243
32
$1.59M 1.1%
38,362
+28,229
33
$1.53M 1.06%
5,932
+60
34
$1.48M 1.02%
6,349
-2,964
35
$1.47M 1.01%
+31,542
36
$1.39M 0.96%
42,300
-426
37
$1.38M 0.95%
14,527
-343
38
$1.36M 0.94%
20,903
+623
39
$1.35M 0.93%
+106,454
40
$1.23M 0.85%
+9,725
41
$1.22M 0.84%
51,539
-470
42
$1.22M 0.84%
31,350
+626
43
$1.19M 0.82%
+4,096
44
$1.06M 0.73%
19,147
+292
45
$1.03M 0.71%
+66,255
46
$983K 0.68%
5,672
-5,408
47
$941K 0.65%
+36,768
48
$915K 0.63%
2,010
+47
49
$904K 0.62%
35,556
-189
50
$867K 0.6%
8,842
+177
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