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
$133M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$944K
3
+$905K
4
TMO icon
Thermo Fisher Scientific
TMO
+$673K
5
EMR icon
Emerson Electric
EMR
+$670K

Top Sells

1
+$1.53M
2
+$1.05M
3
+$1.01M
4
MMM icon
3M
MMM
+$924K
5
BAC icon
Bank of America
BAC
+$771K

Sector Composition

1 Technology 21.28%
2 Healthcare 16.64%
3 Financials 15.77%
4 Consumer Discretionary 9.27%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$881K 0.66%
24,886
+144
52
$843K 0.63%
10,703
+1,902
53
$825K 0.62%
13,493
-275
54
$798K 0.6%
15,784
+110
55
$798K 0.6%
2,134
+2
56
$789K 0.59%
39,900
-420
57
$758K 0.57%
7,386
-4,971
58
$673K 0.51%
+2,759
59
$664K 0.5%
9,796
+16
60
$662K 0.5%
7,818
+1,882
61
$645K 0.49%
+1,805
62
$640K 0.48%
8,012
+53
63
$630K 0.47%
8,786
+459
64
$620K 0.47%
12,426
+7
65
$618K 0.46%
+13,772
66
$608K 0.46%
10,696
-9,840
67
$590K 0.44%
3,871
-767
68
$576K 0.43%
1,981
-91
69
$567K 0.43%
6,431
+13
70
$565K 0.43%
1,817
+6
71
$548K 0.41%
10,969
+76
72
$509K 0.38%
+26,298
73
$466K 0.35%
6,895
-240
74
$461K 0.35%
8,295
+40
75
$449K 0.34%
21,576
-3,830
1 2
3
4