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
$386M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.78M
3
+$4M
4
CWT icon
California Water Service
CWT
+$3.72M
5
DGX icon
Quest Diagnostics
DGX
+$3.59M

Top Sells

1
+$3.41M
2
+$3.02M
3
+$2.56M
4
BDX icon
Becton Dickinson
BDX
+$2.31M
5
HD icon
Home Depot
HD
+$1.82M

Sector Composition

1 Technology 30.13%
2 Financials 13.75%
3 Healthcare 12.52%
4 Consumer Discretionary 9.59%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$928K 0.24%
+5,913
77
$865K 0.22%
7,387
-35
78
$829K 0.21%
3,794
+1,134
79
$672K 0.17%
7,601
-167
80
$541K 0.14%
+3,969
81
$508K 0.13%
2,652
-36
82
$498K 0.13%
2,976
-620
83
$397K 0.1%
20,912
+81
84
$390K 0.1%
6,206
-54,208
85
$381K 0.1%
5,851
-38
86
$368K 0.1%
+8,601
87
$350K 0.09%
68,645
-624
88
$344K 0.09%
1,974
89
$318K 0.08%
8,266
-643
90
$302K 0.08%
3,361
-9,032
91
$296K 0.08%
282
+1
92
$280K 0.07%
+7,098
93
$278K 0.07%
+1,030
94
$277K 0.07%
+12,133
95
$274K 0.07%
+3,534
96
$271K 0.07%
448
-667
97
$266K 0.07%
+2,635
98
$266K 0.07%
+8,937
99
$257K 0.07%
2,908
-7,630
100
$256K 0.07%
11,596
-6,344
1 2 3
4
5