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
$353M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.86M
3
+$2.76M
4
AMGN icon
Amgen
AMGN
+$2.53M
5
CL icon
Colgate-Palmolive
CL
+$2.03M

Top Sells

1
+$7.15M
2
+$4.22M
3
+$3.28M
4
V icon
Visa
V
+$2.66M
5
KMB icon
Kimberly-Clark
KMB
+$1.99M

Sector Composition

1 Technology 29.1%
2 Financials 13.77%
3 Healthcare 13.55%
4 Consumer Discretionary 10.61%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 1.34%
59,271
+2,204
27
$4.7M 1.33%
6,417
+251
28
$4.5M 1.28%
19,753
+12,102
29
$4.27M 1.21%
74,146
+23,692
30
$4.26M 1.21%
22,062
-8,771
31
$4.12M 1.17%
171,861
+3,867
32
$4.09M 1.16%
63,417
-605
33
$3.39M 0.96%
37,690
+22,555
34
$3.37M 0.96%
67,510
+3,309
35
$3.29M 0.93%
24,860
+900
36
$3.28M 0.93%
11,755
-9,526
37
$3.22M 0.91%
15,128
+2,231
38
$2.86M 0.81%
+77,259
39
$2.85M 0.81%
14,448
+814
40
$2.81M 0.8%
114,251
+8,969
41
$2.52M 0.71%
28,116
+1,048
42
$2.49M 0.71%
5,957
+1,339
43
$2.41M 0.68%
9,757
+359
44
$2.39M 0.68%
40,335
+2,053
45
$2.21M 0.63%
12,594
-6,260
46
$2.19M 0.62%
4,334
-1,093
47
$2.05M 0.58%
18,364
+706
48
$2.02M 0.57%
4,135
+92
49
$1.97M 0.56%
3,246
+175
50
$1.97M 0.56%
21,144
-759
1
2
3 4 5