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
$203M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.08M
3
+$1.92M
4
EMR icon
Emerson Electric
EMR
+$1.89M
5
ENPH icon
Enphase Energy
ENPH
+$1.28M

Top Sells

1
+$2.63M
2
+$1.93M
3
+$1.76M
4
BXP icon
Boston Properties
BXP
+$1.67M
5
TGT icon
Target
TGT
+$1.57M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.29%
3 Financials 11.34%
4 Consumer Discretionary 10.98%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 1.2%
48,798
+1,652
27
$2.32M 1.14%
32,147
-11,493
28
$2.28M 1.12%
25,816
-5
29
$2.08M 1.02%
+7,194
30
$2M 0.98%
11,269
+5,189
31
$1.92M 0.94%
+25,943
32
$1.89M 0.93%
+25,823
33
$1.8M 0.88%
14,248
-15,310
34
$1.75M 0.86%
6,166
+240
35
$1.75M 0.86%
45,973
+19,981
36
$1.56M 0.77%
5,663
+729
37
$1.47M 0.72%
24,012
+773
38
$1.42M 0.7%
17,086
+1,021
39
$1.37M 0.68%
22,571
+894
40
$1.36M 0.67%
35,667
+793
41
$1.36M 0.67%
16,112
+1,285
42
$1.28M 0.63%
20,609
+104
43
$1.27M 0.62%
44,874
+257
44
$1.26M 0.62%
+72,459
45
$1.24M 0.61%
56,252
+1,306
46
$1.22M 0.6%
+32,703
47
$1.15M 0.56%
6,515
+190
48
$1.13M 0.56%
+7,640
49
$1.13M 0.56%
43,882
-3,990
50
$1.12M 0.55%
5,941
-11
1
2
3 4 5