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
$145M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.08M
3
+$1.71M
4
VOYA icon
Voya Financial
VOYA
+$1.47M
5
UNH icon
UnitedHealth
UNH
+$1.41M

Top Sells

1
+$1.93M
2
+$1.92M
3
+$1.83M
4
SBUX icon
Starbucks
SBUX
+$1.31M
5
STT icon
State Street
STT
+$1.25M

Sector Composition

1 Technology 25.11%
2 Healthcare 14.6%
3 Financials 12.95%
4 Consumer Discretionary 11.78%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$859K 0.59%
2,832
+41
52
$791K 0.55%
+13,159
53
$758K 0.52%
8,674
+187
54
$749K 0.52%
14,695
+185
55
$728K 0.5%
8,236
+91
56
$722K 0.5%
2,191
-2
57
$708K 0.49%
38,420
-27
58
$688K 0.47%
21,790
+330
59
$687K 0.47%
32,539
+13,040
60
$678K 0.47%
9,208
-17,790
61
$674K 0.47%
9,838
+254
62
$658K 0.45%
8,647
+27
63
$645K 0.45%
13,515
+1
64
$596K 0.41%
+25,246
65
$529K 0.37%
10,454
-49
66
$524K 0.36%
+48,554
67
$511K 0.35%
3,408
-41
68
$508K 0.35%
9,293
+104
69
$507K 0.35%
3,589
+247
70
$487K 0.34%
9,141
+120
71
$486K 0.34%
3,844
+102
72
$485K 0.33%
1,574
+6
73
$475K 0.33%
6,914
-28
74
$441K 0.3%
13,069
+226
75
$433K 0.3%
2,035
-40
1 2
3
4