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
$217M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.59M
3
+$1.49M
4
BWA icon
BorgWarner
BWA
+$1.46M
5
CMCSA icon
Comcast
CMCSA
+$1.33M

Top Sells

1
+$3.46M
2
+$1.49M
3
+$1.26M
4
FDX icon
FedEx
FDX
+$1.13M
5
INTC icon
Intel
INTC
+$1.13M

Sector Composition

1 Technology 26.61%
2 Healthcare 18.08%
3 Financials 14.08%
4 Consumer Discretionary 9.72%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.54%
4,647
+23
52
$1.17M 0.54%
8,246
+197
53
$1.16M 0.53%
15,064
-376
54
$1.14M 0.52%
35,110
+1,080
55
$1.12M 0.52%
5,616
-325
56
$1.08M 0.5%
3,817
+84
57
$1.05M 0.48%
58,164
+1,912
58
$994K 0.46%
25,217
-20,756
59
$984K 0.45%
+7,583
60
$980K 0.45%
31,722
-981
61
$947K 0.44%
28,591
+380
62
$908K 0.42%
+1,259
63
$905K 0.42%
+2,908
64
$816K 0.38%
26,791
+1,232
65
$724K 0.33%
14,944
+980
66
$657K 0.3%
23,868
+816
67
$639K 0.29%
16,503
+1,119
68
$629K 0.29%
+469,394
69
$591K 0.27%
21,785
+104
70
$510K 0.24%
6,216
+295
71
$508K 0.23%
15,471
+966
72
$481K 0.22%
4,939
+238
73
$471K 0.22%
2,135
+75
74
$471K 0.22%
8,814
+440
75
$469K 0.22%
3,944
+30
1 2
3
4 5