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
$181M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.48M
2 +$2.47M
3 +$1.63M
4
NUE icon
Nucor
NUE
+$1.53M
5
PFG icon
Principal Financial Group
PFG
+$1.24M

Top Sells

1 +$2.3M
2 +$1.99M
3 +$1.58M
4
BEPC icon
Brookfield Renewable
BEPC
+$1.52M
5
NFLX icon
Netflix
NFLX
+$1.48M

Sector Composition

1 Technology 26.36%
2 Consumer Discretionary 13.4%
3 Healthcare 13.37%
4 Financials 13.12%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-54,030
102
-4,151