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
$231M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.64M
3
+$1.23M
4
SON icon
Sonoco
SON
+$1.18M
5
FDX icon
FedEx
FDX
+$1.13M

Top Sells

1
+$1.67M
2
+$1.65M
3
+$1.35M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$1.27M
5
SYNA icon
Synaptics
SYNA
+$1.19M

Sector Composition

1 Technology 24.91%
2 Consumer Discretionary 15.5%
3 Financials 15.22%
4 Healthcare 12.7%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$129K 0.06%
33,050
+13,229
102
$117K 0.05%
+1,186
103
$102K 0.04%
+5,586
104
$102K 0.04%
+3,920
105
$96K 0.04%
+2,964
106
$89K 0.04%
+2,676
107
$88K 0.04%
879
108
$69K 0.03%
+2,550
109
$66K 0.03%
+3,348
110
$64K 0.03%
+955
111
$63K 0.03%
+1,606
112
$63K 0.03%
+1,929
113
$42K 0.02%
+1,000
114
$36K 0.02%
+207
115
$34K 0.01%
+1,094
116
$24K 0.01%
+83
117
$22K 0.01%
+964
118
$5K ﹤0.01%
46
119
$4K ﹤0.01%
+47
120
$2K ﹤0.01%
+78
121
$1K ﹤0.01%
+22
122
$1K ﹤0.01%
+30
123
– –
-22,680
124
– –
-3,120
125
– –
-1,301
2 3 4
5
6