AC
Arjuna Capital Portfolio holdings
AUM
$379M
This Quarter Return
+10.89%
1 Year Return
+14.99%
3 Year Return
+81.08%
5 Year Return
+149.05%
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(+11%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
8.4%
Top 10 Holdings %
Top 10 Hldgs %
39.94%
Holding
101
New
12
Increased
52
Reduced
21
Closed
13
Top Buys
| 1 |
Apple
AAPL
|
$9.76M |
| 2 |
Brookfield Renewable
BEPC
|
$1.88M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.33M |
| 4 |
Expeditors International
EXPD
|
$1.17M |
| 5 |
Air Products & Chemicals
APD
|
$1.16M |
Top Sells
| 1 |
Walt Disney
DIS
|
$1.63M |
| 2 |
JPMorgan Chase
JPM
|
$1.6M |
| 3 |
Nucor
NUE
|
$1.59M |
| 4 |
American Express
AXP
|
$1.38M |
| 5 |
Biogen
BIIB
|
$1.24M |
Sector Composition
| 1 | Technology | 26.33% |
| 2 | Healthcare | 13.52% |
| 3 | Consumer Discretionary | 12.89% |
| 4 | Financials | 11.33% |
| 5 | Communication Services | 10.32% |