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
$361M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$3.38M
3
+$2.67M
4
WSM icon
Williams-Sonoma
WSM
+$2.03M
5
TGT icon
Target
TGT
+$1.84M

Top Sells

1
+$7.42M
2
+$6.53M
3
+$6.31M
4
AMGN icon
Amgen
AMGN
+$4.27M
5
TSLA icon
Tesla
TSLA
+$3.74M

Sector Composition

1 Technology 25.44%
2 Financials 13.68%
3 Healthcare 10.11%
4 Consumer Discretionary 8.9%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.46%
30,248
-2,394
52
$1.61M 0.44%
24,496
-3,140
53
$1.59M 0.44%
21,633
-651
54
$1.59M 0.44%
16,188
-4,110
55
$1.58M 0.44%
9,331
-783
56
$1.57M 0.43%
19,561
+15,960
57
$1.48M 0.41%
+18,861
58
$1.45M 0.4%
10,336
-1,401
59
$1.44M 0.4%
10,464
-7,248
60
$1.42M 0.39%
9,797
-1,138
61
$1.39M 0.38%
12,447
-659
62
$1.38M 0.38%
+4,978
63
$1.38M 0.38%
8,110
-688
64
$1.38M 0.38%
+299
65
$1.34M 0.37%
6,819
-7,607
66
$1.33M 0.37%
+15,826
67
$1.32M 0.37%
10,993
-13,779
68
$1.29M 0.36%
+17,141
69
$1.27M 0.35%
+8,296
70
$1.26M 0.35%
+12,775
71
$1.26M 0.35%
+6,664
72
$1.25M 0.34%
+17,545
73
$1.23M 0.34%
18,290
-1,146
74
$1.21M 0.34%
+15,879
75
$1.21M 0.34%
4,511
-185
1 2
3
4 5