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
$161M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.33M
3
+$1.17M
4
APD icon
Air Products & Chemicals
APD
+$1.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.01M

Top Sells

1
+$1.63M
2
+$1.6M
3
+$1.59M
4
AXP icon
American Express
AXP
+$1.38M
5
BIIB icon
Biogen
BIIB
+$1.24M

Sector Composition

1 Technology 26.33%
2 Healthcare 13.52%
3 Consumer Discretionary 12.89%
4 Financials 11.33%
5 Communication Services 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$311K 0.19%
17,450
+832
77
$290K 0.18%
1,320
-20
78
$220K 0.14%
+1,479
79
$219K 0.14%
6,322
-294
80
$217K 0.13%
+1,020
81
$212K 0.13%
2,188
-74
82
$212K 0.13%
+1,645
83
$192K 0.12%
3,031
-320
84
$129K 0.08%
1,760
-360
85
$71K 0.04%
879
86
$31K 0.02%
+17,409
87
$10K 0.01%
93
88
$4K ﹤0.01%
46
89
– –
-14,527
90
– –
-13,515
91
– –
-14,570
92
– –
-14,695
93
– –
-48,554
94
– –
-6,526
95
– –
-6,914
96
– –
-38,362
97
– –
-13,069
98
– –
-9,293
99
– –
-38,420
100
– –
-32,539
1 2 3
4
5