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
$207M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.67M
3
+$2.63M
4
AWK icon
American Water Works
AWK
+$2.11M
5
PG icon
Procter & Gamble
PG
+$2M

Top Sells

1
+$2.92M
2
+$2.52M
3
+$2.43M
4
VOYA icon
Voya Financial
VOYA
+$1.93M
5
SYNA icon
Synaptics
SYNA
+$1.86M

Sector Composition

1 Technology 25.55%
2 Healthcare 16.4%
3 Financials 12.92%
4 Consumer Discretionary 9.75%
5 Consumer Staples 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.52%
25,131
+704
52
$1.07M 0.52%
+5,985
53
$1.04M 0.51%
4,234
+1
54
$1.04M 0.5%
5,952
+174
55
$1.03M 0.5%
5,678
-13,818
56
$1.01M 0.49%
+10,947
57
$1.01M 0.49%
+54,946
58
$893K 0.43%
28,700
-78,167
59
$877K 0.42%
5,438
+171
60
$807K 0.39%
22,666
+294
61
$803K 0.39%
+15,362
62
$797K 0.39%
31,460
-37,401
63
$791K 0.38%
12,317
+355
64
$754K 0.37%
3,836
-6
65
$625K 0.3%
12,485
-10
66
$622K 0.3%
23,284
+92
67
$602K 0.29%
22,981
-165
68
$572K 0.28%
18,615
+2,628
69
$552K 0.27%
14,011
+16
70
$421K 0.2%
8,821
-17,321
71
$388K 0.19%
4,261
+29
72
$380K 0.18%
3,382
-3
73
$374K 0.18%
7,613
+32
74
$369K 0.18%
6,400
-31
75
$359K 0.17%
128,069
+409
1 2
3
4