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
$376M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.91M
3
+$1.81M
4
CMCSA icon
Comcast
CMCSA
+$1.61M
5
CRM icon
Salesforce
CRM
+$1.57M

Top Sells

1
+$3.93M
2
+$3.34M
3
+$2.46M
4
DGX icon
Quest Diagnostics
DGX
+$2.23M
5
CNC icon
Centene
CNC
+$2.1M

Sector Composition

1 Technology 31.97%
2 Financials 14.86%
3 Consumer Discretionary 11.32%
4 Healthcare 10.62%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 1.18%
62,252
-469
27
$4.05M 1.08%
107,786
+43,030
28
$3.97M 1.06%
31,252
-5,339
29
$3.93M 1.04%
13,109
-29
30
$3.85M 1.02%
84,911
+16,235
31
$3.78M 1.01%
7,175
-190
32
$3.74M 1%
9,266
+943
33
$3.67M 0.98%
11,628
-246
34
$3.59M 0.96%
29,734
+14,999
35
$3.47M 0.92%
86,789
-2,167
36
$3.23M 0.86%
37,517
-9,750
37
$3.12M 0.83%
12,626
-250
38
$3.08M 0.82%
14,426
-571
39
$3.03M 0.81%
+51,226
40
$3.03M 0.81%
32,654
+74
41
$2.97M 0.79%
12,384
+5,959
42
$2.89M 0.77%
24,772
+312
43
$2.72M 0.73%
3,057
-128
44
$2.7M 0.72%
20,608
-416
45
$2.61M 0.7%
11,892
+4,257
46
$2.23M 0.59%
5,541
+68
47
$2.17M 0.58%
19,632
-393
48
$2.16M 0.58%
66,272
-2,092
49
$2.13M 0.57%
20,298
-13,056
50
$2.09M 0.56%
17,712
-572
1
2
3 4 5