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
$161M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.33M
3
+$1.17M
4
APD icon
Air Products & Chemicals
APD
+$1.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.01M

Top Sells

1
+$1.63M
2
+$1.6M
3
+$1.59M
4
AXP icon
American Express
AXP
+$1.38M
5
BIIB icon
Biogen
BIIB
+$1.24M

Sector Composition

1 Technology 26.33%
2 Healthcare 13.52%
3 Consumer Discretionary 12.89%
4 Financials 11.33%
5 Communication Services 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.27%
50,775
+689
27
$1.98M 1.23%
24,664
+400
28
$1.95M 1.21%
21,523
+12,876
29
$1.88M 1.16%
+48,002
30
$1.69M 1.05%
45,895
+944
31
$1.63M 1.01%
27,221
+8,074
32
$1.58M 0.98%
43,188
+888
33
$1.48M 0.92%
6,122
+190
34
$1.48M 0.92%
2,959
+949
35
$1.47M 0.91%
31,692
+342
36
$1.46M 0.91%
6,449
+100
37
$1.3M 0.81%
66,071
-184
38
$1.28M 0.8%
121,162
+14,708
39
$1.27M 0.79%
8,273
+4,865
40
$1.27M 0.79%
52,708
+1,169
41
$1.26M 0.78%
5,973
+301
42
$1.25M 0.77%
21,326
+423
43
$1.19M 0.74%
24,737
-6,805
44
$1.13M 0.7%
54,030
+17,262
45
$1.13M 0.7%
4,151
+55
46
$1.11M 0.69%
8,853
+11
47
$1.05M 0.65%
13,016
-143
48
$984K 0.61%
2,771
-61
49
$977K 0.61%
8,414
-1,311
50
$943K 0.59%
9,795
-16,641
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