AC
Arjuna Capital Portfolio holdings
AUM
$379M
This Quarter Return
+9.84%
1 Year Return
+14.99%
3 Year Return
+81.08%
5 Year Return
+149.05%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+18%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
7.89%
Top 10 Holdings %
Top 10 Hldgs %
36.32%
Holding
90
New
15
Increased
43
Reduced
27
Closed
2
Top Buys
| 1 |
Johnson Controls International
JCI
|
$900K |
| 2 |
CBRE Group
CBRE
|
$880K |
| 3 |
Visa
V
|
$831K |
| 4 |
United Parcel Service
UPS
|
$740K |
| 5 |
Agilent Technologies
A
|
$693K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$965K |
| 2 |
J.M. Smucker
SJM
|
$612K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$579K |
| 4 |
CELG
Celgene Corp
CELG
|
$530K |
| 5 |
Verisk Analytics
VRSK
|
$418K |
Sector Composition
| 1 | Technology | 21.69% |
| 2 | Financials | 16.39% |
| 3 | Healthcare | 13.51% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Communication Services | 10.11% |
