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
$203M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.08M
3
+$1.92M
4
EMR icon
Emerson Electric
EMR
+$1.89M
5
ENPH icon
Enphase Energy
ENPH
+$1.28M

Top Sells

1
+$2.63M
2
+$1.93M
3
+$1.76M
4
BXP icon
Boston Properties
BXP
+$1.67M
5
TGT icon
Target
TGT
+$1.57M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.29%
3 Financials 11.34%
4 Consumer Discretionary 10.98%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.53%
5,941
+263
52
$1.05M 0.52%
26,371
+1,240
53
$1.05M 0.52%
+9,284
54
$1.05M 0.51%
16,213
+82
55
$1.03M 0.51%
4,624
+390
56
$1.03M 0.51%
15,440
+78
57
$1.01M 0.5%
+8,049
58
$989K 0.49%
10,709
+431
59
$944K 0.46%
34,030
+2,570
60
$944K 0.46%
32,508
+13,893
61
$938K 0.46%
+24,351
62
$864K 0.42%
+3,733
63
$857K 0.42%
12,001
+1,054
64
$852K 0.42%
28,211
-489
65
$846K 0.42%
28,849
-41,779
66
$768K 0.38%
5,658
+220
67
$753K 0.37%
23,052
+386
68
$656K 0.32%
25,559
+2,275
69
$538K 0.26%
21,681
-1,300
70
$531K 0.26%
13,964
+1,479
71
$529K 0.26%
15,384
+1,373
72
$464K 0.23%
+14,505
73
$461K 0.23%
5,921
+2,308
74
$423K 0.21%
3,914
+532
75
$395K 0.19%
8,374
+761
1 2
3
4 5