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
$203M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.65M
4
SON icon
Sonoco
SON
+$2.28M
5
TSLA icon
Tesla
TSLA
+$2.03M

Top Sells

1
+$3.61M
2
+$2.69M
3
+$2.29M
4
PFG icon
Principal Financial Group
PFG
+$2.08M
5
PLD icon
Prologis
PLD
+$1.71M

Sector Composition

1 Technology 26.69%
2 Consumer Discretionary 16.1%
3 Financials 14.88%
4 Healthcare 13.01%
5 Communication Services 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.2%
147,475
+7,295
27
$2.28M 1.12%
+36,033
28
$2.24M 1.1%
10,059
+9,126
29
$2.1M 1.03%
9,933
+680
30
$2.08M 1.03%
19,360
-2,940
31
$2.06M 1.01%
8,846
+316
32
$2.02M 0.99%
65,771
+500
33
$1.98M 0.97%
28,210
+763
34
$1.9M 0.94%
67,000
+4,300
35
$1.8M 0.89%
12,012
-7,799
36
$1.79M 0.88%
9,394
+3,959
37
$1.77M 0.87%
29,146
+1,371
38
$1.77M 0.87%
23,543
+1,200
39
$1.75M 0.86%
10,777
+382
40
$1.72M 0.84%
41,757
+1,866
41
$1.66M 0.82%
26,070
+746
42
$1.39M 0.68%
14,061
+894
43
$1.38M 0.68%
10,382
+1,474
44
$1.36M 0.67%
13,541
+733
45
$1.35M 0.66%
5,633
+274
46
$1.27M 0.63%
+84,697
47
$1.25M 0.61%
25,187
+11,732
48
$1.23M 0.6%
14,643
+779
49
$1.23M 0.6%
22,272
-21,882
50
$1.18M 0.58%
22,787
-203
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2
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