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
$207M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.67M
3
+$2.63M
4
AWK icon
American Water Works
AWK
+$2.11M
5
PG icon
Procter & Gamble
PG
+$2M

Top Sells

1
+$2.92M
2
+$2.52M
3
+$2.43M
4
VOYA icon
Voya Financial
VOYA
+$1.93M
5
SYNA icon
Synaptics
SYNA
+$1.86M

Sector Composition

1 Technology 25.55%
2 Healthcare 16.4%
3 Financials 12.92%
4 Consumer Discretionary 9.75%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.27%
47,146
+992
27
$2.63M 1.27%
+47,446
28
$2.52M 1.22%
25,821
+1,097
29
$2.5M 1.21%
126,305
+764
30
$1.87M 0.91%
5,926
+177
31
$1.81M 0.87%
4,934
+114
32
$1.79M 0.87%
47,872
-38,801
33
$1.76M 0.85%
24,481
+508
34
$1.67M 0.81%
18,728
+5,450
35
$1.64M 0.8%
16,065
+406
36
$1.62M 0.79%
23,239
+695
37
$1.57M 0.76%
11,125
+1,105
38
$1.47M 0.71%
7,515
-5,032
39
$1.42M 0.69%
26,069
+700
40
$1.37M 0.66%
+34,874
41
$1.34M 0.65%
20,505
+448
42
$1.34M 0.65%
21,677
+442
43
$1.32M 0.64%
25,992
+613
44
$1.28M 0.62%
44,617
+740
45
$1.27M 0.62%
6,325
+159
46
$1.2M 0.58%
6,080
+109
47
$1.19M 0.58%
15,624
+439
48
$1.13M 0.55%
14,827
+295
49
$1.12M 0.54%
16,131
+392
50
$1.11M 0.54%
+10,278
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