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
$217M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.59M
3
+$1.49M
4
BWA icon
BorgWarner
BWA
+$1.46M
5
CMCSA icon
Comcast
CMCSA
+$1.33M

Top Sells

1
+$3.46M
2
+$1.49M
3
+$1.26M
4
FDX icon
FedEx
FDX
+$1.13M
5
INTC icon
Intel
INTC
+$1.13M

Sector Composition

1 Technology 26.61%
2 Healthcare 18.08%
3 Financials 14.08%
4 Consumer Discretionary 9.72%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.26%
32,687
+540
27
$2.6M 1.2%
58,276
-20,396
28
$2.59M 1.19%
16,991
-9,756
29
$2.57M 1.19%
26,757
+934
30
$2.36M 1.09%
11,355
+86
31
$2.34M 1.08%
66,936
+38,087
32
$2.2M 1.02%
14,531
+283
33
$2.19M 1.01%
6,295
+129
34
$2.15M 0.99%
7,437
+243
35
$2.11M 0.97%
26,773
+830
36
$2.04M 0.94%
17,402
+316
37
$2M 0.92%
24,449
+437
38
$1.95M 0.9%
5,797
+134
39
$1.92M 0.88%
+13,255
40
$1.86M 0.86%
40,962
+16,611
41
$1.82M 0.84%
23,399
+828
42
$1.65M 0.76%
37,067
+1,400
43
$1.6M 0.74%
21,108
+499
44
$1.59M 0.73%
+26,242
45
$1.46M 0.67%
+41,312
46
$1.32M 0.61%
5,986
+45
47
$1.29M 0.59%
41,304
+8,796
48
$1.28M 0.59%
26,784
+413
49
$1.26M 0.58%
46,016
+1,142
50
$1.25M 0.57%
16,659
+446
1
2
3 4 5