AC

Arjuna Capital Portfolio holdings

AUM $408M
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$901K
3
+$854K
4
KD icon
Kyndryl
KD
+$841K
5
MET icon
MetLife
MET
+$775K

Top Sells

1
+$1.66M
2
+$1.2M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$986K
5
TMO icon
Thermo Fisher Scientific
TMO
+$877K

Sector Composition

1 Technology 27.5%
2 Financials 13.3%
3 Consumer Discretionary 8.52%
4 Healthcare 8.48%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 0.88%
8,189
-2,164
27
$3.19M 0.84%
25,842
-1,124
28
$3.16M 0.83%
45,476
-2,214
29
$3.08M 0.81%
10,453
-524
30
$3.03M 0.8%
12,271
-562
31
$2.98M 0.79%
95,502
-53,132
32
$2.97M 0.78%
28,089
+8,528
33
$2.88M 0.76%
63,259
-2,779
34
$2.87M 0.76%
87,583
-3,879
35
$2.85M 0.75%
10,696
-488
36
$2.79M 0.74%
3,808
-165
37
$2.63M 0.69%
11,870
-527
38
$2.5M 0.66%
15,296
+2,450
39
$2.47M 0.65%
7,904
-372
40
$2.4M 0.63%
7,781
-338
41
$2.38M 0.63%
34,443
-1,196
42
$2.28M 0.6%
23,135
-1,361
43
$2.27M 0.6%
7,123
-390
44
$2.15M 0.57%
9,854
-482
45
$2.15M 0.57%
49,713
-2,365
46
$2.03M 0.54%
7,270
-262
47
$2M 0.53%
17,496
-722
48
$1.82M 0.48%
19,814
-5,042
49
$1.8M 0.48%
10,475
-463
50
$1.72M 0.45%
9,371
-426
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