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
$246M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.57M
3
+$1.53M
4
ORCL icon
Oracle
ORCL
+$1.34M
5
UPS icon
United Parcel Service
UPS
+$1.14M

Top Sells

1
+$2.06M
2
+$1.64M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
CMI icon
Cummins
CMI
+$925K

Sector Composition

1 Technology 27.33%
2 Consumer Discretionary 14.78%
3 Financials 14.4%
4 Healthcare 12.96%
5 Communication Services 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 1.07%
13,027
+665
27
$2.62M 1.07%
4,555
+480
28
$2.53M 1.03%
13,906
+6,236
29
$2.49M 1.01%
9,428
+374
30
$2.49M 1.01%
11,174
+811
31
$2.4M 0.97%
20,118
+715
32
$2.26M 0.92%
13,368
+773
33
$2.24M 0.91%
12,468
+496
34
$2.19M 0.89%
9,589
+428
35
$2.12M 0.86%
15,142
+628
36
$2.07M 0.84%
5,946
-2,439
37
$2.04M 0.83%
42,576
+4,928
38
$2.03M 0.82%
13,970
+1,542
39
$1.89M 0.77%
51,850
-1,200
40
$1.87M 0.76%
117,965
-28,751
41
$1.81M 0.74%
12,359
+72
42
$1.73M 0.7%
11,565
+529
43
$1.72M 0.7%
27,945
+1,446
44
$1.66M 0.67%
43,933
+1,431
45
$1.65M 0.67%
4,606
+273
46
$1.63M 0.66%
15,017
+619
47
$1.6M 0.65%
14,507
+1,760
48
$1.58M 0.64%
18,637
+1,664
49
$1.53M 0.62%
+21,672
50
$1.5M 0.61%
30,299
+766
1
2
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