AC

Arjuna Capital Portfolio holdings

AUM $402M
1-Year Est. Return 15.98%
This Quarter Est. Return
1 Year Est. Return
+15.98%
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
+$2.92M
2
+$2.24M
3
+$1.71M
4
TMP icon
Tompkins Financial
TMP
+$1.62M
5
KR icon
Kroger
KR
+$1.4M

Top Sells

1
+$3.94M
2
+$2.94M
3
+$2.22M
4
ORCL icon
Oracle
ORCL
+$1.93M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.92M

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
– –
-125
102
– –
-733
103
– –
-879
104
– –
-2,626
105
– –
-15,183
106
– –
-1,548
107
– –
-13,243
1 2 3 4
5