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
$203M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.65M
4
SON icon
Sonoco
SON
+$2.28M
5
TSLA icon
Tesla
TSLA
+$2.03M

Top Sells

1
+$3.61M
2
+$2.69M
3
+$2.29M
4
PFG icon
Principal Financial Group
PFG
+$2.08M
5
PLD icon
Prologis
PLD
+$1.71M

Sector Composition

1 Technology 26.69%
2 Consumer Discretionary 16.1%
3 Financials 14.88%
4 Healthcare 13.01%
5 Communication Services 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$710K 0.35%
10,628
-2,896
77
$625K 0.31%
1,577
-8
78
$535K 0.26%
3,120
+366
79
$492K 0.24%
4,287
-74
80
$349K 0.17%
706
+108
81
$306K 0.15%
+736
82
$292K 0.14%
1,301
-10
83
$266K 0.13%
+8,744
84
$261K 0.13%
1,020
85
$242K 0.12%
1,645
86
$236K 0.12%
16,426
+2,242
87
$221K 0.11%
4,477
-46,465
88
$220K 0.11%
1,339
+50
89
$217K 0.11%
+8,000
90
$215K 0.11%
2,831
-200
91
$182K 0.09%
1,760
92
$94K 0.05%
+24,211
93
$84K 0.04%
879
-842
94
$68K 0.03%
19,821
+2,839
95
$53K 0.03%
+145
96
$53K 0.03%
+300
97
$52K 0.03%
+250
98
$43K 0.02%
+465
99
$4K ﹤0.01%
46
100
– –
-13,204
1 2 3
4
5