AC

Arjuna Capital Portfolio holdings

AUM $393M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.14M
3
+$3.85M
4
LLY icon
Eli Lilly
LLY
+$2.89M
5
SEE
Sealed Air
SEE
+$1.97M

Top Sells

1
+$3.91M
2
+$3.43M
3
+$2.85M
4
GWW icon
W.W. Grainger
GWW
+$2.79M
5
UNH icon
UnitedHealth
UNH
+$2.47M

Sector Composition

1 Technology 28.77%
2 Financials 12.62%
3 Consumer Discretionary 9.4%
4 Communication Services 8.28%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 0.92%
25,711
-131
27
$3.51M 0.87%
6,163
+29
28
$3.43M 0.85%
4,496
+3,886
29
$3.33M 0.83%
11,531
-2
30
$3.22M 0.8%
29,324
+1,235
31
$3.2M 0.79%
12,262
-9
32
$3.19M 0.79%
24,851
+12,959
33
$2.98M 0.74%
94,963
+1,178
34
$2.93M 0.73%
3,797
-11
35
$2.91M 0.72%
11,595
-275
36
$2.91M 0.72%
25,044
+12,943
37
$2.84M 0.71%
22,948
-187
38
$2.74M 0.68%
7,073
+3,363
39
$2.73M 0.68%
9,692
-162
40
$2.71M 0.67%
99,782
+4,280
41
$2.55M 0.63%
54,040
+24,879
42
$2.5M 0.62%
22,914
+7,886
43
$2.39M 0.59%
7,191
+68
44
$2.21M 0.55%
29,238
+20,498
45
$2.21M 0.55%
50,192
+479
46
$2.18M 0.54%
+61,705
47
$2.14M 0.53%
17,469
-27
48
$2.09M 0.52%
7,423
+153
49
$1.98M 0.49%
35,652
+1,209
50
$1.95M 0.48%
9,515
+144
1
2
3 4 5