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
$282M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$3.79M
3
+$2.1M
4
PG icon
Procter & Gamble
PG
+$1.94M
5
AXP icon
American Express
AXP
+$1.81M

Top Sells

1
+$5.36M
2
+$3.18M
3
+$2.5M
4
LECO icon
Lincoln Electric
LECO
+$2.3M
5
BWA icon
BorgWarner
BWA
+$1.62M

Sector Composition

1 Technology 26.14%
2 Healthcare 13.47%
3 Financials 11.9%
4 Consumer Discretionary 9.2%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.58%
43,795
-18,119
52
$1.59M 0.56%
21,852
+14,577
53
$1.55M 0.55%
16,437
+200
54
$1.53M 0.54%
4,346
-22
55
$1.42M 0.5%
17,540
+634
56
$1.37M 0.49%
17,544
+571
57
$1.31M 0.47%
41,679
+17,472
58
$1.31M 0.46%
5,801
-23
59
$1.25M 0.44%
8,445
-180
60
$1.24M 0.44%
28,080
+300
61
$1.23M 0.44%
19,170
+730
62
$1.21M 0.43%
7,241
-758
63
$1.2M 0.43%
8,668
+187
64
$1.19M 0.42%
20,212
+5,152
65
$1.16M 0.41%
1,621
+81
66
$1.16M 0.41%
27,046
-37,651
67
$1.08M 0.38%
13,210
+744
68
$1.08M 0.38%
13,970
+645
69
$1.06M 0.38%
24,930
+1,112
70
$1.04M 0.37%
+386
71
$1.04M 0.37%
3,656
+204
72
$1.03M 0.37%
3,109
+84
73
$1.02M 0.36%
+15,054
74
$1.01M 0.36%
4,121
+301
75
$1.01M 0.36%
5,184
+230
1 2
3
4 5