AC

Arjuna Capital Portfolio holdings

AUM $402M
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.24M
3
+$1.71M
4
TMP icon
Tompkins Financial
TMP
+$1.62M
5
KR icon
Kroger
KR
+$1.4M

Top Sells

1
+$3.94M
2
+$2.94M
3
+$2.22M
4
ORCL icon
Oracle
ORCL
+$1.93M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.92M

Sector Composition

1 Technology 28.79%
2 Healthcare 14.12%
3 Financials 12.81%
4 Consumer Discretionary 10.79%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.55%
14,532
-1,019
52
$1.31M 0.54%
+20,440
53
$1.29M 0.54%
25,379
+74
54
$1.25M 0.52%
35,325
+14,637
55
$1.24M 0.52%
+6,765
56
$1.21M 0.5%
+15,739
57
$1.17M 0.49%
5,267
-7,638
58
$1.17M 0.49%
5,778
-8,092
59
$1.12M 0.47%
+27,844
60
$1.1M 0.46%
4,233
+159
61
$1.07M 0.44%
21,500
+554
62
$980K 0.41%
22,372
-3,784
63
$928K 0.39%
11,962
-24
64
$892K 0.37%
112,914
+15,421
65
$822K 0.34%
3,842
+1,644
66
$750K 0.31%
23,192
+501
67
$727K 0.3%
23,146
+466
68
$641K 0.27%
12,495
+2,830
69
$592K 0.25%
15,987
-2,571
70
$579K 0.24%
13,995
+3,695
71
$558K 0.23%
4,232
+86
72
$454K 0.19%
3,385
+34
73
$431K 0.18%
127,660
-62,781
74
$431K 0.18%
+6,431
75
$420K 0.18%
1,753
+54
1 2
3
4 5