AC

Arjuna Capital Portfolio holdings

AUM $402M
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.24M
3
+$1.71M
4
TMP icon
Tompkins Financial
TMP
+$1.62M
5
KR icon
Kroger
KR
+$1.4M

Top Sells

1
+$3.94M
2
+$2.94M
3
+$2.22M
4
ORCL icon
Oracle
ORCL
+$1.93M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.92M

Sector Composition

1 Technology 28.79%
2 Healthcare 14.12%
3 Financials 12.81%
4 Consumer Discretionary 10.79%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 1.06%
24,724
+4,006
27
$2.53M 1.06%
12,547
+308
28
$2.39M 0.99%
15,615
+586
29
$2.26M 0.94%
125,541
+456
30
$2.24M 0.93%
+16,535
31
$2.22M 0.92%
13,405
-587
32
$2.2M 0.92%
68,861
+39,121
33
$2.2M 0.92%
4,820
+256
34
$2.13M 0.89%
10,020
+353
35
$2.11M 0.88%
15,659
+264
36
$2.06M 0.86%
5,749
+8
37
$1.93M 0.8%
29,084
+484
38
$1.88M 0.78%
23,973
+20,657
39
$1.86M 0.78%
22,544
-23,296
40
$1.86M 0.78%
9,336
-3,330
41
$1.85M 0.77%
21,235
+269
42
$1.71M 0.71%
+13,278
43
$1.65M 0.69%
43,877
+2,213
44
$1.44M 0.6%
20,057
+1,875
45
$1.43M 0.59%
15,185
-311
46
$1.4M 0.58%
6,166
+536
47
$1.39M 0.58%
26,142
+1,884
48
$1.38M 0.58%
25,369
+5,559
49
$1.36M 0.57%
24,427
+1,021
50
$1.32M 0.55%
5,971
-5,183
1
2
3 4 5