AC

Arjuna Capital Portfolio holdings

AUM $379M
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$900K
2
+$880K
3
+$831K
4
UPS icon
United Parcel Service
UPS
+$740K
5
A icon
Agilent Technologies
A
+$693K

Top Sells

1
+$965K
2
+$612K
3
+$579K
4
CELG
Celgene Corp
CELG
+$530K
5
VRSK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$389K 0.28%
7,208
-237
77
$362K 0.26%
2,412
+84
78
$343K 0.25%
1,738
+527
79
$334K 0.24%
1,617
+109
80
$272K 0.2%
1,203
-50
81
$262K 0.19%
1,279
+4
82
$230K 0.17%
3,351
83
$225K 0.16%
2,163
-5,886
84
$215K 0.16%
+1,345
85
$205K 0.15%
+1,645
86
$142K 0.1%
2,120
87
$11K 0.01%
174
+137
88
$4K ﹤0.01%
46
89
– –
-2,641
90
– –
-5,340
1 2 3
4