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
$246M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.57M
3
+$1.53M
4
ORCL icon
Oracle
ORCL
+$1.34M
5
UPS icon
United Parcel Service
UPS
+$1.14M

Top Sells

1
+$2.06M
2
+$1.64M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
CMI icon
Cummins
CMI
+$925K

Sector Composition

1 Technology 27.33%
2 Consumer Discretionary 14.78%
3 Financials 14.4%
4 Healthcare 12.96%
5 Communication Services 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$679K 0.28%
19,185
+705
77
$662K 0.27%
1,024
-165
78
$657K 0.27%
18,982
+2,068
79
$641K 0.26%
+1,333
80
$594K 0.24%
17,818
+2,801
81
$586K 0.24%
1,366
-144
82
$534K 0.22%
147,389
+114,339
83
$465K 0.19%
20,063
-29,579
84
$434K 0.18%
3,260
+1,320
85
$421K 0.17%
+3,269
86
$383K 0.16%
1,403
+383
87
$367K 0.15%
7,618
+1,114
88
$353K 0.14%
3,053
+905
89
$340K 0.14%
+6,666
90
$331K 0.13%
+2,635
91
$329K 0.13%
1,326
+216
92
$319K 0.13%
+1,840
93
$277K 0.11%
+10,435
94
$277K 0.11%
736
95
$252K 0.1%
+5,207
96
$238K 0.1%
1,548
-289
97
$226K 0.09%
+4,854
98
$222K 0.09%
4,103
+632
99
$208K 0.08%
+1,154
100
$207K 0.08%
+2,564
2 3
4
5 6