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
$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
ESGV icon
51
Vanguard ESG US Stock ETF
ESGV
$11.5B
$1.71M 0.45%
15,610
-578
CAH icon
52
Cardinal Health
CAH
$37.2B
$1.68M 0.44%
9,995
-469
TGT icon
53
Target
TGT
$41.3B
$1.68M 0.44%
17,002
-675
BKNG icon
54
Booking.com
BKNG
$164B
$1.66M 0.44%
287
-12
SCHW icon
55
Charles Schwab
SCHW
$171B
$1.63M 0.43%
17,905
-956
DGX icon
56
Quest Diagnostics
DGX
$21.2B
$1.55M 0.41%
8,644
-687
CB icon
57
Chubb
CB
$107B
$1.53M 0.4%
5,289
-862
DIS icon
58
Walt Disney
DIS
$199B
$1.5M 0.4%
12,113
-662
HPQ icon
59
HP
HPQ
$25.6B
$1.45M 0.38%
59,380
-2,582
NVS icon
60
Novartis
NVS
$254B
$1.44M 0.38%
11,892
-555
COR icon
61
Cencora
COR
$63B
$1.43M 0.38%
4,758
-220
SNY icon
62
Sanofi
SNY
$123B
$1.41M 0.37%
29,161
-1,087
C icon
63
Citigroup
C
$174B
$1.4M 0.37%
16,475
-1,070
BBY icon
64
Best Buy
BBY
$16.7B
$1.39M 0.37%
20,714
-919
VRTX icon
65
Vertex Pharmaceuticals
VRTX
$107B
$1.38M 0.37%
3,110
-890
BK icon
66
Bank of New York Mellon
BK
$74.7B
$1.37M 0.36%
15,028
-798
NUE icon
67
Nucor
NUE
$30.2B
$1.36M 0.36%
10,490
-503
LECO icon
68
Lincoln Electric
LECO
$13B
$1.32M 0.35%
6,351
-313
STT icon
69
State Street
STT
$31.6B
$1.29M 0.34%
12,101
-83
RGA icon
70
Reinsurance Group of America
RGA
$12.4B
$1.28M 0.34%
6,475
-344
SYY icon
71
Sysco
SYY
$38.2B
$1.24M 0.33%
16,368
-773
PG icon
72
Procter & Gamble
PG
$354B
$1.24M 0.33%
7,771
-339
VMI icon
73
Valmont Industries
VMI
$7.99B
$1.21M 0.32%
3,710
-171
CTSH icon
74
Cognizant
CTSH
$32.3B
$1.18M 0.31%
15,140
-739
CRM icon
75
Salesforce
CRM
$231B
$1.17M 0.31%
4,300
-211
1 2
3
4 5