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
$361M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$3.38M
3
+$2.67M
4
WSM icon
Williams-Sonoma
WSM
+$2.03M
5
TGT icon
Target
TGT
+$1.84M

Top Sells

1
+$7.42M
2
+$6.53M
3
+$6.31M
4
AMGN icon
Amgen
AMGN
+$4.27M
5
TSLA icon
Tesla
TSLA
+$3.74M

Sector Composition

1 Technology 25.44%
2 Financials 13.68%
3 Healthcare 10.11%
4 Consumer Discretionary 8.9%
5 Communication Services 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.33%
+47,262
77
$1.2M 0.33%
+1,468
78
$1.16M 0.32%
9,901
-760
79
$1.13M 0.31%
+71,237
80
$1.11M 0.31%
+3,881
81
$1.09M 0.3%
12,184
-333
82
$1.07M 0.3%
17,975
-499
83
$783K 0.22%
+7,939
84
$781K 0.22%
37,876
-702
85
$768K 0.21%
17,233
-272
86
$706K 0.2%
3,713
-74
87
$706K 0.2%
15,244
-47,008
88
$701K 0.19%
7,197
-199
89
$666K 0.18%
17,000
-387
90
$595K 0.16%
2,400
-75
91
$477K 0.13%
12,893
-167
92
$453K 0.13%
2,579
-92
93
$438K 0.12%
3,980
-70
94
$436K 0.12%
6,870
-524
95
$434K 0.12%
2,779
-197
96
$430K 0.12%
1,167
-37
97
$428K 0.12%
1,116
-128
98
$423K 0.12%
21,328
+171
99
$418K 0.12%
38,175
-110,865
100
$377K 0.1%
5,572
-260
1 2 3
4
5