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
$372M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.51M
3
+$2.98M
4
WM icon
Waste Management
WM
+$2.98M
5
SON icon
Sonoco
SON
+$2.68M

Top Sells

1
+$4.27M
2
+$3.78M
3
+$3.75M
4
UNH icon
UnitedHealth
UNH
+$3.46M
5
CSCO icon
Cisco
CSCO
+$3.37M

Sector Composition

1 Technology 32.01%
2 Healthcare 13.01%
3 Financials 12.55%
4 Consumer Discretionary 10.79%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.54%
20,752
-392
52
$1.95M 0.53%
150,726
+2,289
53
$1.93M 0.52%
22,941
+502
54
$1.92M 0.52%
9,624
+166
55
$1.91M 0.51%
28,353
+167
56
$1.85M 0.5%
27,873
+18,737
57
$1.82M 0.49%
18,528
+164
58
$1.73M 0.47%
12,258
+129
59
$1.65M 0.44%
8,328
-4,266
60
$1.63M 0.44%
14,761
-9
61
$1.57M 0.42%
34,851
+534
62
$1.52M 0.41%
+71,515
63
$1.47M 0.4%
5,776
+52
64
$1.47M 0.39%
8,897
+91
65
$1.41M 0.38%
13,235
+31
66
$1.4M 0.38%
19,685
+161
67
$1.39M 0.38%
22,531
+205
68
$1.39M 0.37%
9,392
+66
69
$1.34M 0.36%
+18,729
70
$1.32M 0.36%
7,650
+105
71
$1.24M 0.33%
32,313
+235
72
$1.24M 0.33%
5,221
+77
73
$1.24M 0.33%
6,555
+23
74
$1.08M 0.29%
13,825
+101
75
$1.01M 0.27%
12,393
-15,723
1 2
3
4 5