AC

Arjuna Capital Portfolio holdings

AUM $408M
1-Year Est. Return 19.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.25M
3
+$1.66M
4
BXP icon
Boston Properties
BXP
+$1.61M
5
AOS icon
A.O. Smith
AOS
+$1.49M

Top Sells

1
+$3.94M
2
+$2.94M
3
+$2.22M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.92M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Sector Composition

1 Technology 28.79%
2 Healthcare 14.12%
3 Financials 12.81%
4 Consumer Discretionary 10.79%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-879
102
– –
-2,626
103
– –
-15,183
104
– –
-1,548
105
– –
-13,243
106
– –
-23,926
107
– –
-4,884
1 2 3 4
5