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
$246M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.57M
3
+$1.53M
4
ORCL icon
Oracle
ORCL
+$1.34M
5
UPS icon
United Parcel Service
UPS
+$1.14M

Top Sells

1
+$2.06M
2
+$1.64M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
CMI icon
Cummins
CMI
+$925K

Sector Composition

1 Technology 27.33%
2 Consumer Discretionary 14.78%
3 Financials 14.4%
4 Healthcare 12.96%
5 Communication Services 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.61%
9,490
+389
52
$1.49M 0.6%
40,724
+1,871
53
$1.41M 0.57%
23,436
+912
54
$1.4M 0.57%
25,931
-20,048
55
$1.35M 0.55%
14,484
+616
56
$1.31M 0.53%
24,010
+873
57
$1.28M 0.52%
18,196
+965
58
$1.25M 0.51%
5,187
+710
59
$1.2M 0.49%
12,298
+604
60
$1.18M 0.48%
22,536
+3,547
61
$1.16M 0.47%
6,948
+351
62
$1.13M 0.46%
+55,261
63
$1.11M 0.45%
27,559
+1,153
64
$1.08M 0.44%
20,900
+927
65
$1.07M 0.44%
3,571
+116
66
$1.07M 0.43%
2,512
+98
67
$1.03M 0.42%
4,311
+359
68
$999K 0.41%
12,422
+527
69
$951K 0.39%
24,493
+1,266
70
$944K 0.38%
+91,485
71
$925K 0.38%
8,537
+565
72
$914K 0.37%
8,649
+470
73
$800K 0.33%
9,782
-170
74
$758K 0.31%
10,811
+481
75
$736K 0.3%
22,621
1 2
3
4 5