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
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.08M
3
+$1.92M
4
EMR icon
Emerson Electric
EMR
+$1.89M
5
ENPH icon
Enphase Energy
ENPH
+$1.28M

Top Sells

1
+$2.63M
2
+$1.93M
3
+$1.76M
4
BXP icon
Boston Properties
BXP
+$1.67M
5
TGT icon
Target
TGT
+$1.57M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.29%
3 Financials 11.34%
4 Consumer Discretionary 10.98%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.19%
4,701
+440
77
$379K 0.19%
1,700
+154
78
$375K 0.18%
2,060
-1,776
79
$355K 0.17%
9,447
+626
80
$337K 0.17%
7,697
+721
81
$326K 0.16%
140,531
+12,462
82
$308K 0.15%
+1,152
83
$308K 0.15%
+2,508
84
$298K 0.15%
3,103
+463
85
$292K 0.14%
1,932
+169
86
$289K 0.14%
+26,758
87
$267K 0.13%
2,626
+786
88
$214K 0.11%
+532
89
$8K ﹤0.01%
+93
90
$3K ﹤0.01%
46
91
– –
-47,446
92
– –
-12,317
93
– –
-18,728
94
– –
-5,985
95
– –
-386
96
– –
-26,069
97
– –
-15,624
98
– –
-6,400
99
– –
-3,992
100
– –
-768
1 2 3
4
5