AC

Arjuna Capital Portfolio holdings

AUM $379M
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
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 +$1.68M
2 +$1.04M
3 +$1.01M
4
MWA icon
Mueller Water Products
MWA
+$965K
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$852K

Top Sells

1 +$1.63M
2 +$1.16M
3 +$1.04M
4
BAX icon
Baxter International
BAX
+$852K
5
MSFT icon
Microsoft
MSFT
+$701K

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