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
$203M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.65M
4
SON icon
Sonoco
SON
+$2.28M
5
TSLA icon
Tesla
TSLA
+$2.03M

Top Sells

1
+$3.61M
2
+$2.69M
3
+$2.29M
4
PFG icon
Principal Financial Group
PFG
+$2.08M
5
PLD icon
Prologis
PLD
+$1.71M

Sector Composition

1 Technology 26.69%
2 Consumer Discretionary 16.1%
3 Financials 14.88%
4 Healthcare 13.01%
5 Communication Services 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,747
102
– –
-30,823
103
– –
-20,304
104
– –
-2,892
105
– –
-4,473
106
– –
-17,173
107
– –
-1,860
108
– –
-6,818
109
– –
-2,430
1 2 3 4
5