AC

Arjuna Capital Portfolio holdings

AUM $393M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.14M
3
+$3.85M
4
LLY icon
Eli Lilly
LLY
+$2.89M
5
SEE
Sealed Air
SEE
+$1.97M

Top Sells

1
+$3.91M
2
+$3.43M
3
+$2.85M
4
GWW icon
W.W. Grainger
GWW
+$2.79M
5
UNH icon
UnitedHealth
UNH
+$2.47M

Sector Composition

1 Technology 28.77%
2 Financials 12.62%
3 Consumer Discretionary 9.4%
4 Communication Services 8.28%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.48%
16,429
+819
52
$1.94M 0.48%
4,001
-4,188
53
$1.88M 0.47%
+8,658
54
$1.74M 0.43%
9,135
+491
55
$1.72M 0.43%
1,809
-2,780
56
$1.72M 0.43%
18,020
+115
57
$1.71M 0.43%
+54,994
58
$1.68M 0.42%
16,587
+112
59
$1.65M 0.41%
24,622
+9,482
60
$1.63M 0.41%
4,639
+3,720
61
$1.59M 0.39%
+7,801
62
$1.58M 0.39%
7,325
+150
63
$1.58M 0.39%
+20,936
64
$1.57M 0.39%
10,018
+23
65
$1.55M 0.38%
20,478
-236
66
$1.53M 0.38%
17,018
+16
67
$1.53M 0.38%
+34,717
68
$1.5M 0.37%
6,358
+7
69
$1.5M 0.37%
4,785
+27
70
$1.43M 0.35%
10,533
+43
71
$1.43M 0.35%
5,781
-14,983
72
$1.41M 0.35%
12,990
-9,933
73
$1.39M 0.34%
12,100
-13
74
$1.36M 0.34%
16,573
+205
75
$1.34M 0.33%
+7,265
1 2
3
4 5