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
$386M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.78M
3
+$4M
4
CWT icon
California Water Service
CWT
+$3.72M
5
DGX icon
Quest Diagnostics
DGX
+$3.59M

Top Sells

1
+$3.41M
2
+$3.02M
3
+$2.56M
4
BDX icon
Becton Dickinson
BDX
+$2.31M
5
HD icon
Home Depot
HD
+$1.82M

Sector Composition

1 Technology 30.13%
2 Financials 13.75%
3 Healthcare 12.52%
4 Consumer Discretionary 9.59%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.37M 0.61%
22,969
+28
52
$2.26M 0.59%
31,850
+100
53
$2.24M 0.58%
+38,952
54
$2.18M 0.56%
8,323
-5
55
$2.1M 0.54%
27,900
+27
56
$2.06M 0.53%
12,087
-171
57
$2.06M 0.53%
152,400
+1,674
58
$2.02M 0.52%
18,284
-244
59
$1.98M 0.51%
60,760
-50,813
60
$1.88M 0.49%
34,911
+60
61
$1.84M 0.48%
28,194
-159
62
$1.79M 0.46%
32,735
-20,151
63
$1.73M 0.45%
14,735
-26
64
$1.69M 0.44%
7,635
-15
65
$1.67M 0.43%
5,806
+30
66
$1.63M 0.42%
9,607
-17
67
$1.63M 0.42%
+6,425
68
$1.61M 0.42%
10,813
-9,231
69
$1.57M 0.41%
+5,740
70
$1.56M 0.4%
19,677
-8
71
$1.55M 0.4%
8,930
+33
72
$1.53M 0.4%
13,304
+69
73
$1.51M 0.39%
20,710
-1,821
74
$1.49M 0.39%
+76,469
75
$1.19M 0.31%
12,172
-1,653
1 2
3
4 5