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
$139M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.46M
3
+$1.13M
4
CBRE icon
CBRE Group
CBRE
+$834K
5
SPGI icon
S&P Global
SPGI
+$750K

Top Sells

1
+$1.65M
2
+$1.01M
3
+$984K
4
MWA icon
Mueller Water Products
MWA
+$965K
5
UNH icon
UnitedHealth
UNH
+$937K

Sector Composition

1 Technology 19.99%
2 Financials 15.68%
3 Healthcare 13.64%
4 Consumer Discretionary 12.23%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$874K 0.63%
47,942
-41,928
52
$873K 0.63%
7,523
+1,216
53
$862K 0.62%
10,272
+2,703
54
$834K 0.6%
+16,266
55
$833K 0.6%
5,750
-1,119
56
$760K 0.55%
14,416
-90
57
$750K 0.54%
+3,294
58
$740K 0.53%
13,234
+35
59
$731K 0.53%
13,041
+5,173
60
$731K 0.53%
10,331
-14,240
61
$725K 0.52%
2,741
+25
62
$673K 0.48%
9,188
+398
63
$664K 0.48%
9,643
-20
64
$617K 0.44%
25,860
+13,161
65
$614K 0.44%
4,072
+1,098
66
$598K 0.43%
+20,770
67
$589K 0.42%
10,574
-15
68
$588K 0.42%
2,006
+14
69
$575K 0.41%
9,467
+1,200
70
$566K 0.41%
8,086
+196
71
$538K 0.39%
6,208
-93
72
$509K 0.37%
4,016
+996
73
$492K 0.35%
5,879
+5
74
$442K 0.32%
3,677
+667
75
$423K 0.3%
22,876
-100
1 2
3
4 5