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
$181M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$1.63M
4
NUE icon
Nucor
NUE
+$1.53M
5
PFG icon
Principal Financial Group
PFG
+$1.24M

Top Sells

1
+$2.3M
2
+$1.99M
3
+$1.58M
4
BEPC icon
Brookfield Renewable
BEPC
+$1.52M
5
NFLX icon
Netflix
NFLX
+$1.48M

Sector Composition

1 Technology 26.36%
2 Consumer Discretionary 13.4%
3 Healthcare 13.37%
4 Financials 13.12%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.56%
13,864
+453
52
$986K 0.55%
+3,986
53
$958K 0.53%
21,890
-110
54
$957K 0.53%
6,818
+163
55
$942K 0.52%
3,858
-2,591
56
$939K 0.52%
11,699
-12,965
57
$934K 0.52%
+12,808
58
$878K 0.49%
9,293
+477
59
$876K 0.48%
5,993
+200
60
$872K 0.48%
+5,435
61
$858K 0.47%
3,778
-2,195
62
$839K 0.46%
+4,982
63
$837K 0.46%
+4,744
64
$790K 0.44%
10,071
+85
65
$784K 0.43%
25,296
+3,282
66
$771K 0.43%
+24,282
67
$762K 0.42%
11,152
+250
68
$753K 0.42%
2,290
+85
69
$751K 0.42%
+2,892
70
$733K 0.41%
4,026
+149
71
$689K 0.38%
13,455
+2,351
72
$662K 0.37%
13,524
-32,371
73
$603K 0.33%
4,473
+757
74
$593K 0.33%
1,585
+5
75
$592K 0.33%
2,225
+372
1 2
3
4 5