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
$279M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.61M
3
+$2.35M
4
NVS icon
Novartis
NVS
+$2.25M
5
BBY icon
Best Buy
BBY
+$2.14M

Top Sells

1
+$2.96M
2
+$2.62M
3
+$2.55M
4
STT icon
State Street
STT
+$1.84M
5
VMI icon
Valmont Industries
VMI
+$1.75M

Sector Composition

1 Technology 26.35%
2 Healthcare 13.33%
3 Financials 11.25%
4 Consumer Discretionary 9.86%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.62%
11,355
+8,613
52
$1.67M 0.6%
25,311
+3,459
53
$1.59M 0.57%
13,063
+478
54
$1.53M 0.55%
28,678
+20,556
55
$1.52M 0.55%
21,142
-14,792
56
$1.52M 0.55%
4,375
+29
57
$1.52M 0.54%
32,241
+26,239
58
$1.48M 0.53%
+7,271
59
$1.45M 0.52%
16,702
+265
60
$1.32M 0.47%
17,608
+64
61
$1.27M 0.46%
18,371
+831
62
$1.26M 0.45%
+4,767
63
$1.25M 0.45%
19,960
+790
64
$1.18M 0.42%
+13,237
65
$1.12M 0.4%
15,413
+359
66
$1.1M 0.4%
6,706
-6,442
67
$1.08M 0.39%
28,630
+550
68
$1.07M 0.39%
25,596
+666
69
$1.06M 0.38%
+34,479
70
$1.05M 0.38%
18,943
-1,269
71
$1.03M 0.37%
+1,425
72
$969K 0.35%
3,772
+116
73
$959K 0.34%
23,753
-3,293
74
$944K 0.34%
5,394
+210
75
$862K 0.31%
12,876
-27,405
1 2
3
4 5