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
$279M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.61M
3
+$2.35M
4
NVS icon
Novartis
NVS
+$2.25M
5
BBY icon
Best Buy
BBY
+$2.14M

Top Sells

1
+$2.96M
2
+$2.62M
3
+$2.55M
4
STT icon
State Street
STT
+$1.84M
5
VMI icon
Valmont Industries
VMI
+$1.75M

Sector Composition

1 Technology 26.35%
2 Healthcare 13.33%
3 Financials 11.25%
4 Consumer Discretionary 9.86%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 1.15%
59,893
+22,226
27
$3.13M 1.12%
4,521
+82
28
$3.06M 1.1%
44,009
+30,799
29
$2.82M 1.01%
40,384
+1,051
30
$2.75M 0.99%
8,355
+5,246
31
$2.72M 0.98%
5,342
+11
32
$2.71M 0.97%
157,546
+6,343
33
$2.55M 0.91%
59,596
-3,818
34
$2.55M 0.91%
11,058
-4,546
35
$2.46M 0.88%
16,936
+8,268
36
$2.4M 0.86%
16,485
-17,971
37
$2.4M 0.86%
16,115
+297
38
$2.29M 0.82%
95,789
+54,110
39
$2.29M 0.82%
8,839
+227
40
$2.25M 0.81%
3,982
-14
41
$2.25M 0.81%
+22,063
42
$2.15M 0.77%
19,891
+961
43
$2.12M 0.76%
20,048
+50
44
$2.11M 0.76%
23,098
-12,961
45
$2.1M 0.75%
29,560
+15,590
46
$2.07M 0.74%
48,446
+251
47
$2.06M 0.74%
+79,979
48
$1.98M 0.71%
14,308
+458
49
$1.88M 0.67%
21,004
+326
50
$1.84M 0.66%
22,140
-930
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