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
$231M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.64M
3
+$1.23M
4
SON icon
Sonoco
SON
+$1.18M
5
FDX icon
FedEx
FDX
+$1.13M

Top Sells

1
+$1.67M
2
+$1.65M
3
+$1.35M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$1.27M
5
SYNA icon
Synaptics
SYNA
+$1.19M

Sector Composition

1 Technology 24.91%
2 Consumer Discretionary 15.5%
3 Financials 15.22%
4 Healthcare 12.7%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.62%
38,853
-26,918
52
$1.43M 0.62%
13,868
+327
53
$1.43M 0.62%
12,747
+2,235
54
$1.4M 0.6%
16,973
+2,330
55
$1.34M 0.58%
9,101
+169
56
$1.23M 0.53%
+49,642
57
$1.23M 0.53%
23,137
+350
58
$1.14M 0.49%
18,989
+1,396
59
$1.13M 0.49%
+3,772
60
$1.1M 0.48%
3,455
+96
61
$1.09M 0.47%
+6,597
62
$1.07M 0.46%
17,231
+6,603
63
$1.06M 0.46%
+4,477
64
$1.02M 0.44%
+19,973
65
$1.01M 0.44%
26,406
+654
66
$1M 0.43%
11,694
+323
67
$991K 0.43%
2,414
+37
68
$974K 0.42%
23,227
+1,238
69
$958K 0.41%
11,895
+217
70
$940K 0.41%
8,179
+3,892
71
$938K 0.41%
3,952
+46
72
$925K 0.4%
3,795
-43
73
$924K 0.4%
4,246
+85
74
$914K 0.4%
+7,972
75
$908K 0.39%
9,952
+222
1 2
3
4 5