AC

Arjuna Capital Portfolio holdings

AUM $402M
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.12M
3
+$418K
4
SON icon
Sonoco
SON
+$397K
5
AAPL icon
Apple
AAPL
+$396K

Top Sells

1
+$1.64M
2
+$1.61M
3
+$1.59M
4
EMR icon
Emerson Electric
EMR
+$1.4M
5
VZ icon
Verizon
VZ
+$1.34M

Sector Composition

1 Technology 21.7%
2 Financials 14.82%
3 Healthcare 13.69%
4 Consumer Discretionary 12.2%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$596K 0.51%
2,009
+3
52
$583K 0.5%
6,210
-4,062
53
$582K 0.5%
9,702
+235
54
$547K 0.47%
4,438
+422
55
$530K 0.45%
5,340
-10,488
56
$520K 0.44%
9,810
-6,456
57
$493K 0.42%
3,912
+235
58
$450K 0.38%
16,310
-4,460
59
$418K 0.36%
+2,641
60
$417K 0.36%
7,874
+409
61
$402K 0.34%
7,445
-53
62
$384K 0.33%
2,706
+275
63
$382K 0.33%
22,827
-49
64
$361K 0.31%
+13,490
65
$355K 0.3%
2,328
-1,744
66
$354K 0.3%
5,123
-2,963
67
$352K 0.3%
5,953
-7,088
68
$300K 0.26%
1,508
+100
69
$261K 0.22%
1,253
+50
70
$260K 0.22%
+1,211
71
$227K 0.19%
1,275
-9,038
72
$215K 0.18%
3,351
-222
73
$129K 0.11%
2,120
+80
74
$3K ﹤0.01%
46
75
$2K ﹤0.01%
37
-842
1 2
3
4