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
$161M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.33M
3
+$1.17M
4
APD icon
Air Products & Chemicals
APD
+$1.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.01M

Top Sells

1
+$1.63M
2
+$1.6M
3
+$1.59M
4
AXP icon
American Express
AXP
+$1.38M
5
BIIB icon
Biogen
BIIB
+$1.24M

Sector Composition

1 Technology 26.33%
2 Healthcare 13.52%
3 Consumer Discretionary 12.89%
4 Financials 11.33%
5 Communication Services 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$843K 0.52%
+10,212
52
$842K 0.52%
8,337
+101
53
$802K 0.5%
22,000
+210
54
$796K 0.49%
+13,411
55
$795K 0.49%
2,205
+14
56
$792K 0.49%
2,792
-4,354
57
$780K 0.48%
9,084
-124
58
$776K 0.48%
+5,793
59
$767K 0.48%
8,816
+142
60
$755K 0.47%
25,025
-221
61
$722K 0.45%
9,986
+148
62
$720K 0.45%
+6,655
63
$701K 0.44%
+12,714
64
$613K 0.38%
22,014
-13,542
65
$607K 0.38%
10,902
+448
66
$578K 0.36%
3,877
+33
67
$549K 0.34%
3,716
+127
68
$529K 0.33%
1,580
+6
69
$526K 0.33%
4,725
-76
70
$509K 0.32%
4,198
-162
71
$466K 0.29%
3,068
+76
72
$442K 0.27%
2,005
-30
73
$435K 0.27%
+9,257
74
$404K 0.25%
1,853
+49
75
$390K 0.24%
+11,104
1 2
3
4 5