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
$217M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$1.92M
2 +$1.59M
3 +$1.49M
4
BWA icon
BorgWarner
BWA
+$1.46M
5
CMCSA icon
Comcast
CMCSA
+$1.33M

Top Sells

1 +$3.46M
2 +$1.49M
3 +$1.26M
4
FDX icon
FedEx
FDX
+$1.13M
5
INTC icon
Intel
INTC
+$1.13M

Sector Composition

1 Technology 26.61%
2 Healthcare 18.08%
3 Financials 14.08%
4 Consumer Discretionary 9.72%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-532
102
-5,658
103
-10,709
104
-9,284
105
-13,065
106
-72,459