AC

Arjuna Capital Portfolio holdings

AUM $408M
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$901K
3
+$854K
4
KD icon
Kyndryl
KD
+$841K
5
MET icon
MetLife
MET
+$775K

Top Sells

1
+$1.66M
2
+$1.2M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$986K
5
TMO icon
Thermo Fisher Scientific
TMO
+$877K

Sector Composition

1 Technology 27.5%
2 Financials 13.3%
3 Consumer Discretionary 8.52%
4 Healthcare 8.48%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.45%
15,610
-578
52
$1.68M 0.44%
9,995
-469
53
$1.68M 0.44%
17,002
-675
54
$1.66M 0.44%
287
-12
55
$1.63M 0.43%
17,905
-956
56
$1.55M 0.41%
8,644
-687
57
$1.53M 0.4%
5,289
-862
58
$1.5M 0.4%
12,113
-662
59
$1.45M 0.38%
59,380
-2,582
60
$1.44M 0.38%
11,892
-555
61
$1.43M 0.38%
4,758
-220
62
$1.41M 0.37%
29,161
-1,087
63
$1.4M 0.37%
16,475
-1,070
64
$1.39M 0.37%
20,714
-919
65
$1.38M 0.37%
3,110
-890
66
$1.37M 0.36%
15,028
-798
67
$1.36M 0.36%
10,490
-503
68
$1.32M 0.35%
6,351
-313
69
$1.29M 0.34%
12,101
-83
70
$1.28M 0.34%
6,475
-344
71
$1.24M 0.33%
16,368
-773
72
$1.24M 0.33%
7,771
-339
73
$1.21M 0.32%
3,710
-171
74
$1.18M 0.31%
15,140
-739
75
$1.17M 0.31%
4,300
-211
1 2
3
4 5