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
$353M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.86M
3
+$2.76M
4
AMGN icon
Amgen
AMGN
+$2.53M
5
CL icon
Colgate-Palmolive
CL
+$2.03M

Top Sells

1
+$7.15M
2
+$4.22M
3
+$3.28M
4
V icon
Visa
V
+$2.66M
5
KMB icon
Kimberly-Clark
KMB
+$1.99M

Sector Composition

1 Technology 29.1%
2 Financials 13.77%
3 Healthcare 13.55%
4 Consumer Discretionary 10.61%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.55%
148,437
+8,147
52
$1.84M 0.52%
22,439
+1,144
53
$1.67M 0.47%
6,532
+287
54
$1.66M 0.47%
52,113
+2,748
55
$1.65M 0.47%
+9,326
56
$1.63M 0.46%
28,186
+1,350
57
$1.6M 0.45%
+9,458
58
$1.57M 0.44%
16,972
+908
59
$1.55M 0.44%
34,317
+1,811
60
$1.53M 0.43%
2,353
+91
61
$1.52M 0.43%
12,129
-9,112
62
$1.5M 0.42%
14,770
+696
63
$1.48M 0.42%
5,724
+2,455
64
$1.48M 0.42%
+10,176
65
$1.44M 0.41%
+19,524
66
$1.44M 0.41%
+7,545
67
$1.43M 0.41%
8,806
-26,011
68
$1.38M 0.39%
5,144
+223
69
$1.38M 0.39%
32,078
+825
70
$1.29M 0.36%
1,557
+51
71
$1.28M 0.36%
13,204
-9,927
72
$1.26M 0.36%
25,117
+930
73
$1.25M 0.36%
13,724
-11,200
74
$982K 0.28%
10,449
+481
75
$972K 0.28%
7,377
-14,060
1 2
3
4 5