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
$117M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.12M
3
+$418K
4
SON icon
Sonoco
SON
+$397K
5
AAPL icon
Apple
AAPL
+$396K

Top Sells

1
+$1.64M
2
+$1.61M
3
+$1.59M
4
EMR icon
Emerson Electric
EMR
+$1.4M
5
VZ icon
Verizon
VZ
+$1.34M

Sector Composition

1 Technology 21.7%
2 Financials 14.82%
3 Healthcare 13.69%
4 Consumer Discretionary 12.2%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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