AC
Arjuna Capital Portfolio holdings
AUM
$379M
1-Year Return
14.99%
This Quarter Return
-15.2%
1 Year Return
+14.99%
3 Year Return
+81.08%
5 Year Return
+149.05%
10 Year Return
–
AUM
$120M
AUM Growth
-$18.3M
(-13%)
Cap. Flow
+$3.05M
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
38.14%
Holding
98
New
10
Increased
41
Reduced
31
Closed
14
Top Buys
| 1 |
Bank of New York Mellon
BK
|
$1.92M |
| 2 |
Biogen
BIIB
|
$1.52M |
| 3 |
American Water Works
AWK
|
$1.31M |
| 4 |
CVS Health
CVS
|
$1.2M |
| 5 |
Verizon
VZ
|
$1.11M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$1.75M |
| 2 |
Sonoco
SON
|
$1.31M |
| 3 |
Travelers Companies
TRV
|
$1.3M |
| 4 |
American States Water
AWR
|
$1.11M |
| 5 |
Johnson Controls International
JCI
|
$900K |
Sector Composition
| 1 | Technology | 22.86% |
| 2 | Healthcare | 15.28% |
| 3 | Financials | 13.86% |
| 4 | Consumer Discretionary | 11.14% |
| 5 | Communication Services | 11.05% |
