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
$386M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.78M
3
+$4M
4
CWT icon
California Water Service
CWT
+$3.72M
5
DGX icon
Quest Diagnostics
DGX
+$3.59M

Top Sells

1
+$3.41M
2
+$3.02M
3
+$2.56M
4
BDX icon
Becton Dickinson
BDX
+$2.31M
5
HD icon
Home Depot
HD
+$1.82M

Sector Composition

1 Technology 30.13%
2 Financials 13.75%
3 Healthcare 12.52%
4 Consumer Discretionary 9.59%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 1.14%
62,721
-191
27
$4.04M 1.05%
36,591
-27,368
28
$4.02M 1.04%
19,888
-8,396
29
$4M 1.03%
+88,956
30
$3.93M 1.02%
37,901
-103
31
$3.87M 1%
24,914
+23,128
32
$3.8M 0.99%
22,051
-3,059
33
$3.77M 0.98%
32,580
-131
34
$3.72M 0.96%
+68,676
35
$3.68M 0.95%
24,460
+328
36
$3.64M 0.94%
7,365
-213
37
$3.49M 0.9%
12,876
-6,057
38
$3.39M 0.88%
33,354
+12,602
39
$3.34M 0.87%
14,376
-222
40
$3.27M 0.85%
14,997
-7,411
41
$3.26M 0.85%
11,874
+23
42
$3.23M 0.84%
78,934
+46,621
43
$2.99M 0.77%
21,024
+6,466
44
$2.7M 0.7%
64,756
-302
45
$2.66M 0.69%
55,208
+830
46
$2.63M 0.68%
20,025
-88
47
$2.55M 0.66%
5,473
-534
48
$2.51M 0.65%
4,848
+465
49
$2.46M 0.64%
30,090
-330
50
$2.45M 0.64%
68,364
-31,801
1
2
3 4 5