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
$273M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.65M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$400K
5
TMO icon
Thermo Fisher Scientific
TMO
+$377K

Top Sells

1
+$3.29M
2
+$1.81M
3
+$1.5M
4
AXP icon
American Express
AXP
+$1.16M
5
T icon
AT&T
T
+$1.13M

Sector Composition

1 Technology 29.46%
2 Consumer Discretionary 14.12%
3 Healthcare 13.24%
4 Financials 12.92%
5 Communication Services 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.19%
44,888
+1,324
27
$3.16M 1.16%
62,706
-2,281
28
$2.94M 1.08%
9,755
+327
29
$2.78M 1.02%
20,718
+600
30
$2.71M 0.99%
48,422
+5,846
31
$2.64M 0.97%
13,992
+624
32
$2.59M 0.95%
4,564
+9
33
$2.57M 0.94%
15,395
+1,425
34
$2.46M 0.9%
15,029
-113
35
$2.42M 0.89%
11,154
-20
36
$2.24M 0.82%
12,239
+674
37
$2.24M 0.82%
9,667
+78
38
$2.22M 0.81%
23,926
+2,254
39
$2.1M 0.77%
125,085
+7,120
40
$2.06M 0.76%
5,741
-205
41
$1.95M 0.71%
20,966
+2,329
42
$1.92M 0.7%
54,850
+3,000
43
$1.9M 0.69%
28,600
+655
44
$1.82M 0.67%
4,884
+278
45
$1.82M 0.67%
15,551
+1,044
46
$1.77M 0.65%
41,664
+940
47
$1.77M 0.65%
45,066
+1,133
48
$1.52M 0.56%
5,630
+443
49
$1.51M 0.55%
15,496
+479
50
$1.5M 0.55%
9,364
-126
1
2
3 4 5