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
$139M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.5M
3
+$1.06M
4
CBRE icon
CBRE Group
CBRE
+$808K
5
SPGI icon
S&P Global
SPGI
+$719K

Top Sells

1
+$1.65M
2
+$1.01M
3
+$984K
4
MWA icon
Mueller Water Products
MWA
+$965K
5
UNH icon
UnitedHealth
UNH
+$923K

Sector Composition

1 Technology 19.99%
2 Financials 15.68%
3 Healthcare 13.64%
4 Consumer Discretionary 12.23%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-34,587
102
– –
-51,619
103
– –
-25,409
1 2 3 4
5