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
$181M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$1.63M
4
NUE icon
Nucor
NUE
+$1.53M
5
PFG icon
Principal Financial Group
PFG
+$1.24M

Top Sells

1
+$2.3M
2
+$1.99M
3
+$1.58M
4
BEPC icon
Brookfield Renewable
BEPC
+$1.52M
5
NFLX icon
Netflix
NFLX
+$1.48M

Sector Composition

1 Technology 26.36%
2 Consumer Discretionary 13.4%
3 Healthcare 13.37%
4 Financials 13.12%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.12%
9,253
-1,705
27
$1.93M 1.07%
140,180
+19,018
28
$1.84M 1.02%
19,044
+6,028
29
$1.83M 1.01%
65,271
-800
30
$1.82M 1.01%
10,395
+183
31
$1.78M 0.98%
27,447
+226
32
$1.77M 0.98%
4,703
+1,932
33
$1.74M 0.96%
33,250
+1,558
34
$1.74M 0.96%
62,700
-20,450
35
$1.71M 0.95%
17,173
-6,215
36
$1.66M 0.92%
8,530
+257
37
$1.61M 0.89%
53,164
+456
38
$1.53M 0.85%
+28,723
39
$1.53M 0.84%
22,343
+1,017
40
$1.49M 0.82%
25,324
+587
41
$1.49M 0.82%
27,775
+18,518
42
$1.35M 0.75%
39,891
+14,866
43
$1.28M 0.71%
21,970
-26,032
44
$1.26M 0.7%
8,908
+55
45
$1.2M 0.67%
5,359
-763
46
$1.19M 0.66%
+13,167
47
$1.09M 0.6%
5,227
-11,052
48
$1.03M 0.57%
22,990
-44,455
49
$1.03M 0.57%
9,594
+510
50
$1.02M 0.56%
8,581
+244
1
2
3 4 5