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
$255M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$3.01M
3
+$2.83M
4
APD icon
Air Products & Chemicals
APD
+$2.5M
5
KMB icon
Kimberly-Clark
KMB
+$2.06M

Top Sells

1
+$3.07M
2
+$2.95M
3
+$2.59M
4
EMR icon
Emerson Electric
EMR
+$2.57M
5
AAPL icon
Apple
AAPL
+$2.56M

Sector Composition

1 Technology 25.94%
2 Healthcare 14.16%
3 Financials 12.73%
4 Consumer Discretionary 9.51%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.13%
30,948
+6,499
27
$2.85M 1.12%
7,840
+1,545
28
$2.83M 1.11%
+13,641
29
$2.8M 1.1%
64,697
+23,385
30
$2.76M 1.08%
60,673
+19,711
31
$2.75M 1.08%
12,181
+826
32
$2.58M 1.01%
34,763
+2,076
33
$2.54M 1%
143,604
+12,886
34
$2.5M 0.98%
+8,712
35
$2.41M 0.94%
61,914
+36,697
36
$2.3M 0.9%
13,595
+340
37
$2.17M 0.85%
17,678
+276
38
$2.16M 0.85%
61,800
+26,690
39
$2.16M 0.85%
11,119
-10,179
40
$2.14M 0.84%
5,551
-246
41
$2.06M 0.81%
+15,361
42
$1.95M 0.76%
37,296
+10,512
43
$1.9M 0.74%
25,068
+1,669
44
$1.78M 0.7%
+8,382
45
$1.69M 0.66%
11,940
+9,337
46
$1.68M 0.66%
7,999
-3,926
47
$1.68M 0.66%
20,321
-6,452
48
$1.64M 0.64%
13,360
+8,421
49
$1.49M 0.59%
23,280
+18,700
50
$1.49M 0.58%
21,362
+254
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