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
$231M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.64M
3
+$1.23M
4
SON icon
Sonoco
SON
+$1.18M
5
FDX icon
FedEx
FDX
+$1.13M

Top Sells

1
+$1.67M
2
+$1.65M
3
+$1.35M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$1.27M
5
SYNA icon
Synaptics
SYNA
+$1.19M

Sector Composition

1 Technology 24.91%
2 Consumer Discretionary 15.5%
3 Financials 15.22%
4 Healthcare 12.7%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$801K 0.35%
11,883
+346
77
$758K 0.33%
16,914
-8,273
78
$746K 0.32%
+22,621
79
$730K 0.32%
10,330
+156
80
$662K 0.29%
1,189
+483
81
$654K 0.28%
18,480
-5,355
82
$646K 0.28%
1,510
-67
83
$510K 0.22%
15,017
+6,273
84
$343K 0.15%
6,504
+2,027
85
$296K 0.13%
736
86
$284K 0.12%
1,837
+192
87
$283K 0.12%
1,020
88
$264K 0.11%
8,000
89
$243K 0.11%
1,940
+180
90
$227K 0.1%
+2,148
91
$217K 0.09%
+1,110
92
$217K 0.09%
+1,578
93
$216K 0.09%
+5,649
94
$212K 0.09%
2,679
-152
95
$209K 0.09%
1,269
-70
96
$203K 0.09%
+3,471
97
$201K 0.09%
+701
98
$200K 0.09%
+4,438
99
$183K 0.08%
39,179
+14,968
100
$158K 0.07%
+9,120
2 3
4
5 6