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
$273M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.65M
3
+$1.09M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$400K
5
TMO icon
Thermo Fisher Scientific
TMO
+$377K

Top Sells

1
+$3.29M
2
+$1.81M
3
+$1.5M
4
AXP icon
American Express
AXP
+$1.16M
5
T icon
AT&T
T
+$1.13M

Sector Composition

1 Technology 29.46%
2 Consumer Discretionary 14.12%
3 Healthcare 13.24%
4 Financials 12.92%
5 Communication Services 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-1,496
102
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-6,666
103
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-1,269
104
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-1,333
105
– –
-12,359
106
– –
-9,782
107
– –
-55,172
108
– –
-55,261
109
– –
-10
110
– –
-4,854
111
– –
-1,403
112
– –
-8,537
113
– –
-10,811
1 2 3 4
5