AC

Arjuna Capital Portfolio holdings

AUM $408M
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$901K
3
+$854K
4
KD icon
Kyndryl
KD
+$841K
5
MET icon
MetLife
MET
+$775K

Top Sells

1
+$1.66M
2
+$1.2M
3
+$1.12M
4
AAPL icon
Apple
AAPL
+$986K
5
TMO icon
Thermo Fisher Scientific
TMO
+$877K

Sector Composition

1 Technology 27.5%
2 Financials 13.3%
3 Consumer Discretionary 8.52%
4 Healthcare 8.48%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.31%
17,352
-938
77
$1.14M 0.3%
7,985
-311
78
$1.12M 0.3%
1,413
-55
79
$1.12M 0.3%
9,484
-417
80
$1.11M 0.29%
16,188
+210
81
$1.08M 0.29%
45,031
-2,231
82
$1.08M 0.29%
67,985
-3,252
83
$958K 0.25%
7,556
-383
84
$905K 0.24%
3,694
-19
85
$854K 0.23%
+55,222
86
$841K 0.22%
+20,040
87
$832K 0.22%
38,161
+285
88
$748K 0.2%
7,193
-4
89
$690K 0.18%
16,785
-215
90
$651K 0.17%
+8,740
91
$563K 0.15%
12,616
-4,617
92
$493K 0.13%
2,779
93
$476K 0.13%
+610
94
$466K 0.12%
2,542
-37
95
$462K 0.12%
+1,294
96
$437K 0.12%
20,861
-467
97
$414K 0.11%
5,564
-8
98
$398K 0.1%
1,139
-28
99
$394K 0.1%
37,735
-440
100
$382K 0.1%
+17,738
1 2 3
4
5