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
$246M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.57M
3
+$1.53M
4
ORCL icon
Oracle
ORCL
+$1.34M
5
UPS icon
United Parcel Service
UPS
+$1.14M

Top Sells

1
+$2.06M
2
+$1.64M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
CMI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.08%
1,269
102
$200K 0.08%
+1,496
103
$158K 0.06%
+10,254
104
$148K 0.06%
1,891
-788
105
$85K 0.03%
879
106
$52K 0.02%
532
-654
107
$5K ﹤0.01%
46
108
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-39,179
109
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-47
110
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-4,246
111
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-3,795
112
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-8,000
113
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-22
114
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-4,438
115
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-3,772
116
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117
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118
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-2,964
120
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-5,586
121
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-2,676
122
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-955
123
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-3,920
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-1,000
125
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-1,929
2 3 4
5
6