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
$129M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$971K
3 +$966K
4
UMPQ
Umpqua Holdings Corp
UMPQ
+$909K
5
BIIB icon
Biogen
BIIB
+$880K

Top Sells

1 +$1.45M
2 +$1.11M
3 +$1.02M
4
BAX icon
Baxter International
BAX
+$763K
5
MSFT icon
Microsoft
MSFT
+$649K

Sector Composition

1 Technology 19.89%
2 Healthcare 15.52%
3 Financials 14.23%
4 Communication Services 10.24%
5 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,250