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
$203M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$2.81M
3 +$2.65M
4
SON icon
Sonoco
SON
+$2.28M
5
TSLA icon
Tesla
TSLA
+$2.03M

Top Sells

1 +$3.61M
2 +$2.69M
3 +$2.29M
4
PFG icon
Principal Financial Group
PFG
+$2.08M
5
PLD icon
Prologis
PLD
+$1.71M

Sector Composition

1 Technology 26.69%
2 Consumer Discretionary 16.1%
3 Financials 14.88%
4 Healthcare 13.01%
5 Communication Services 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.17M 0.57%
4,105
+119
52
$1.15M 0.57%
10,512
+918
53
$1.14M 0.56%
8,932
+351
54
$1.07M 0.52%
31,660
+25,232
55
$1.06M 0.52%
4,819
-408
56
$1.05M 0.52%
22,680
+790
57
$1.03M 0.51%
21,989
+19
58
$995K 0.49%
6,175
+182
59
$994K 0.49%
3,838
+60
60
$985K 0.48%
11,678
-21
61
$981K 0.48%
4,952
+208
62
$977K 0.48%
3,359
+1,134
63
$965K 0.47%
4,161
+135
64
$954K 0.47%
+17,593
65
$939K 0.46%
5,524
+542
66
$927K 0.46%
3,906
+48
67
$927K 0.46%
25,752
+1,470
68
$904K 0.44%
+1,733
69
$900K 0.44%
+11,371
70
$839K 0.41%
2,377
+87
71
$832K 0.41%
9,730
+437
72
$830K 0.41%
11,550
+1,479
73
$780K 0.38%
23,835
-1,461
74
$763K 0.38%
11,537
+385
75
$741K 0.36%
10,174
+5,847