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
$273M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.65M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$400K
5
TMO icon
Thermo Fisher Scientific
TMO
+$377K

Top Sells

1
+$3.29M
2
+$1.81M
3
+$1.5M
4
AXP icon
American Express
AXP
+$1.16M
5
T icon
AT&T
T
+$1.13M

Sector Composition

1 Technology 29.46%
2 Consumer Discretionary 14.12%
3 Healthcare 13.24%
4 Financials 12.92%
5 Communication Services 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.54%
23,406
-604
52
$1.4M 0.51%
22,938
-498
53
$1.39M 0.51%
24,258
+1,722
54
$1.38M 0.51%
12,740
+442
55
$1.38M 0.5%
15,183
+699
56
$1.31M 0.48%
25,305
-626
57
$1.29M 0.47%
28,424
+865
58
$1.25M 0.46%
18,182
-14
59
$1.24M 0.46%
3,359
-212
60
$1.24M 0.45%
2,626
+114
61
$1.22M 0.45%
20,946
+46
62
$1.09M 0.4%
+19,810
63
$1.03M 0.38%
11,986
-436
64
$1.01M 0.37%
97,493
+6,008
65
$1M 0.37%
4,074
-237
66
$963K 0.35%
26,156
+1,663
67
$896K 0.33%
1,321
+297
68
$883K 0.32%
29,740
+9,677
69
$875K 0.32%
8,608
-41
70
$866K 0.32%
22,691
+4,873
71
$795K 0.29%
22,680
+59
72
$728K 0.27%
18,558
-627
73
$690K 0.25%
1,453
+87
74
$652K 0.24%
4,146
+877
75
$647K 0.24%
20,688
+1,706
1 2
3
4 5