AC

Arjuna Capital Portfolio holdings

AUM $402M
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.51M
3
+$2.98M
4
WM icon
Waste Management
WM
+$2.98M
5
SON icon
Sonoco
SON
+$2.68M

Top Sells

1
+$4.27M
2
+$3.78M
3
+$3.75M
4
UNH icon
UnitedHealth
UNH
+$3.46M
5
CSCO icon
Cisco
CSCO
+$3.37M

Sector Composition

1 Technology 32.01%
2 Healthcare 13.01%
3 Financials 12.55%
4 Consumer Discretionary 10.79%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.3M 1.16%
+10,056
27
$4.17M 1.12%
18,933
+291
28
$4.03M 1.08%
25,110
+250
29
$3.95M 1.06%
62,912
+22,577
30
$3.81M 1.03%
24,132
-7,615
31
$3.69M 0.99%
38,004
+314
32
$3.57M 0.96%
60,414
+1,143
33
$3.51M 0.94%
+100,165
34
$3.35M 0.9%
32,711
+15,739
35
$3.34M 0.9%
7,578
-3,771
36
$3.24M 0.87%
30,420
-18,760
37
$3.17M 0.85%
111,573
-2,678
38
$3.11M 0.84%
11,851
+96
39
$2.84M 0.76%
14,598
+150
40
$2.82M 0.76%
6,007
+50
41
$2.68M 0.72%
+52,886
42
$2.6M 0.7%
20,044
+9,868
43
$2.56M 0.69%
78,465
+1,206
44
$2.55M 0.69%
65,058
-96,601
45
$2.51M 0.68%
20,113
-30,025
46
$2.43M 0.66%
4,383
+49
47
$2.31M 0.62%
9,874
+117
48
$2.21M 0.6%
54,378
+37,019
49
$2.14M 0.58%
31,750
-710
50
$2.01M 0.54%
+14,558
1
2
3 4 5