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