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
$376M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.91M
3
+$1.81M
4
CMCSA icon
Comcast
CMCSA
+$1.61M
5
CRM icon
Salesforce
CRM
+$1.57M

Top Sells

1
+$3.93M
2
+$3.34M
3
+$2.46M
4
DGX icon
Quest Diagnostics
DGX
+$2.23M
5
CNC icon
Centene
CNC
+$2.1M

Sector Composition

1 Technology 31.97%
2 Financials 14.86%
3 Consumer Discretionary 11.32%
4 Healthcare 10.62%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.52%
11,737
-350
52
$1.92M 0.51%
27,636
-558
53
$1.91M 0.51%
22,284
-685
54
$1.78M 0.47%
10,935
-8,953
55
$1.76M 0.47%
149,040
-3,360
56
$1.75M 0.47%
6,339
+533
57
$1.7M 0.45%
33,840
-1,071
58
$1.68M 0.45%
60,611
-149
59
$1.57M 0.42%
32,642
-6,310
60
$1.57M 0.42%
32,209
-526
61
$1.57M 0.42%
+4,696
62
$1.53M 0.41%
+6,761
63
$1.53M 0.41%
10,114
-14,800
64
$1.49M 0.4%
+5,094
65
$1.47M 0.39%
8,798
-132
66
$1.46M 0.39%
+5,751
67
$1.45M 0.38%
+19,436
68
$1.43M 0.38%
10,661
-152
69
$1.31M 0.35%
18,978
-699
70
$1.28M 0.34%
13,106
-198
71
$1.23M 0.33%
12,517
+4,916
72
$1.17M 0.31%
12,772
+600
73
$1.05M 0.28%
18,474
-4,825
74
$912K 0.24%
38,578
+26,982
75
$803K 0.21%
3,787
-7
1 2
3
4 5