AC

Arjuna Capital Portfolio holdings

AUM $402M
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.51M
3
+$2.98M
4
WM icon
Waste Management
WM
+$2.98M
5
SON icon
Sonoco
SON
+$2.68M

Top Sells

1
+$4.27M
2
+$3.78M
3
+$3.75M
4
UNH icon
UnitedHealth
UNH
+$3.46M
5
CSCO icon
Cisco
CSCO
+$3.37M

Sector Composition

1 Technology 32.01%
2 Healthcare 13.01%
3 Financials 12.55%
4 Consumer Discretionary 10.79%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$877K 0.24%
7,422
+45
77
$794K 0.21%
10,538
+89
78
$687K 0.18%
3,375
+28
79
$660K 0.18%
3,596
80
$597K 0.16%
1,115
-3,020
81
$575K 0.15%
7,768
+71
82
$496K 0.13%
2,660
+24
83
$485K 0.13%
2,688
+25
84
$429K 0.12%
17,940
+170
85
$345K 0.09%
+17,952
86
$339K 0.09%
1,974
87
$322K 0.09%
8,909
-349
88
$321K 0.09%
69,269
+634
89
$316K 0.09%
5,889
+54
90
$311K 0.08%
+6,391
91
$306K 0.08%
20,831
+186
92
$295K 0.08%
281
+2
93
$282K 0.08%
6,774
+63
94
$273K 0.07%
+5,325
95
$244K 0.07%
1,786
+16
96
$243K 0.07%
+11,287
97
$157K 0.04%
431
98
$114K 0.03%
+4,202
99
$88.1K 0.02%
+826
100
$87.2K 0.02%
+4,368
1 2 3
4
5