AC
Arjuna Capital Portfolio holdings
AUM
$379M
This Quarter Return
+1.28%
1 Year Return
+14.99%
3 Year Return
+81.08%
5 Year Return
+149.05%
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(+6.4%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
5.35%
Top 10 Holdings %
Top 10 Hldgs %
40.68%
Holding
138
New
15
Increased
75
Reduced
12
Closed
30
Top Buys
| 1 |
Accenture
ACN
|
$2.47M |
| 2 |
Texas Instruments
TXN
|
$1.57M |
| 3 |
CERN
Cerner Corp
CERN
|
$1.53M |
| 4 |
Oracle
ORCL
|
$1.34M |
| 5 |
United Parcel Service
UPS
|
$1.14M |
Top Sells
| 1 |
Bank of America
BAC
|
$2.06M |
| 2 |
J.M. Smucker
SJM
|
$1.64M |
| 3 |
FedEx
FDX
|
$1.13M |
| 4 |
Verizon
VZ
|
$1.08M |
| 5 |
Cummins
CMI
|
$925K |
Sector Composition
| 1 | Technology | 27.33% |
| 2 | Consumer Discretionary | 14.78% |
| 3 | Financials | 14.4% |
| 4 | Healthcare | 12.96% |
| 5 | Communication Services | 10.92% |
