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
$282M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.79M
3
+$2.1M
4
PG icon
Procter & Gamble
PG
+$1.94M
5
AXP icon
American Express
AXP
+$1.81M

Top Sells

1
+$5.36M
2
+$3.18M
3
+$2.5M
4
LECO icon
Lincoln Electric
LECO
+$2.3M
5
BWA icon
BorgWarner
BWA
+$1.62M

Sector Composition

1 Technology 26.14%
2 Healthcare 13.47%
3 Financials 11.9%
4 Consumer Discretionary 9.2%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 1.14%
23,289
+7,928
27
$2.96M 1.05%
57,392
+1,351
28
$2.95M 1.04%
40,281
+15,213
29
$2.9M 1.03%
61,752
+1,398
30
$2.76M 0.98%
15,818
+10,415
31
$2.73M 0.97%
35,934
+1,171
32
$2.72M 0.96%
39,333
+20,394
33
$2.61M 0.92%
5,331
-220
34
$2.55M 0.9%
13,148
-6,904
35
$2.45M 0.87%
8,547
+165
36
$2.43M 0.86%
151,203
+7,599
37
$2.38M 0.84%
19,998
-10,950
38
$2.33M 0.83%
63,414
+1,614
39
$2.29M 0.81%
18,930
+14,669
40
$2.27M 0.81%
8,612
+4,069
41
$2.15M 0.76%
3,996
-1,976
42
$2.15M 0.76%
48,195
-12,478
43
$2M 0.71%
13,850
+490
44
$2M 0.71%
23,070
-210
45
$1.99M 0.71%
18,039
+361
46
$1.95M 0.69%
37,667
+371
47
$1.77M 0.63%
12,585
+645
48
$1.76M 0.62%
20,678
+357
49
$1.75M 0.62%
+6,006
50
$1.64M 0.58%
9,166
-1,953
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