AC
Arjuna Capital Portfolio holdings
AUM
$379M
This Quarter Return
+8.92%
1 Year Return
+14.99%
3 Year Return
+81.08%
5 Year Return
+149.05%
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.37%
Holding
78
New
78
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$4.97M |
| 2 |
Apple
AAPL
|
$4.27M |
| 3 |
Amazon
AMZN
|
$4.09M |
| 4 |
JPMorgan Chase
JPM
|
$3.65M |
| 5 |
Johnson & Johnson
JNJ
|
$3.45M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 20.74% |
| 2 | Financials | 16.89% |
| 3 | Healthcare | 15.01% |
| 4 | Industrials | 10.1% |
| 5 | Consumer Discretionary | 8.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Stock Market ETF
VTI
$526B
| $218K | 0.2% |
+1,587
| New | +$218K |
|
77
California Water Service
CWT
$2.8B
| $213K | 0.2% |
+4,706
| New | +$213K |
|
78
Brink's
BCO
$4.67B
| $209K | 0.2% |
+2,659
| New | +$209K |
|