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
$231M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.64M
3
+$1.23M
4
SON icon
Sonoco
SON
+$1.18M
5
FDX icon
FedEx
FDX
+$1.13M

Top Sells

1
+$1.67M
2
+$1.65M
3
+$1.35M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$1.27M
5
SYNA icon
Synaptics
SYNA
+$1.19M

Sector Composition

1 Technology 24.91%
2 Consumer Discretionary 15.5%
3 Financials 15.22%
4 Healthcare 12.7%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.05%
10,363
+430
27
$2.4M 1.04%
12,362
+2,968
28
$2.39M 1.03%
4,075
-2,311
29
$2.33M 1.01%
10,275
+216
30
$2.29M 0.99%
146,716
-759
31
$2.27M 0.98%
27,221
+3,678
32
$2.25M 0.97%
9,054
+208
33
$2.23M 0.96%
28,601
+391
34
$2.21M 0.96%
9,161
+4,209
35
$2.04M 0.88%
12,287
+6,112
36
$2.03M 0.88%
11,036
+259
37
$2M 0.87%
42,502
+745
38
$1.96M 0.85%
14,514
-12,246
39
$1.94M 0.84%
12,595
+583
40
$1.92M 0.83%
12,428
+2,046
41
$1.86M 0.81%
11,972
-7,621
42
$1.71M 0.74%
14,398
+337
43
$1.69M 0.73%
29,533
+387
44
$1.65M 0.71%
53,050
-13,950
45
$1.64M 0.71%
+12,641
46
$1.63M 0.7%
26,499
+429
47
$1.59M 0.69%
7,670
+2,146
48
$1.58M 0.68%
37,648
+5,988
49
$1.5M 0.65%
4,333
+228
50
$1.44M 0.62%
22,524
+252
1
2
3 4 5