AC

Arjuna Capital Portfolio holdings

AUM $408M
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$797K
3
+$795K
4
UPS icon
United Parcel Service
UPS
+$748K
5
CAH icon
Cardinal Health
CAH
+$641K

Top Sells

1
+$898K
2
+$623K
3
+$557K
4
CELG
Celgene Corp
CELG
+$530K
5
VRSK icon
Verisk Analytics
VRSK
+$418K

Sector Composition

1 Technology 21.69%
2 Financials 16.39%
3 Healthcare 13.51%
4 Consumer Discretionary 10.86%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$808K 0.58%
30,717
+1,485
52
$740K 0.54%
+6,318
53
$712K 0.52%
9,701
+90
54
$693K 0.5%
+8,118
55
$665K 0.48%
+2,241
56
$663K 0.48%
20,970
+4,660
57
$658K 0.48%
8,435
-56
58
$650K 0.47%
2,019
+10
59
$645K 0.47%
19,940
+6,450
60
$633K 0.46%
+19,321
61
$628K 0.45%
+12,409
62
$627K 0.45%
13,038
-252
63
$620K 0.45%
10,210
-245
64
$611K 0.44%
+12,838
65
$588K 0.43%
+2,152
66
$584K 0.42%
+7,654
67
$573K 0.41%
+3,438
68
$564K 0.41%
9,813
+111
69
$563K 0.41%
+10,007
70
$553K 0.4%
+3,743
71
$499K 0.36%
4,340
+428
72
$442K 0.32%
+2,183
73
$439K 0.32%
8,508
+634
74
$419K 0.3%
22,391
-436
75
$404K 0.29%
2,937
+231
1 2
3
4