AC
Arjuna Capital Portfolio holdings
AUM
$379M
This Quarter Return
+8.41%
1 Year Return
+14.99%
3 Year Return
+81.08%
5 Year Return
+149.05%
10 Year Return
–
AUM
$255M
AUM Growth
+$255M
(+18%)
Cap. Flow
+$23.7M
Cap. Flow
% of AUM
9.31%
Top 10 Holdings %
Top 10 Hldgs %
40.58%
Holding
122
New
25
Increased
49
Reduced
26
Closed
22
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$20.1M |
| 2 |
Illinois Tool Works
ITW
|
$3.01M |
| 3 |
Tesla
TSLA
|
$2.83M |
| 4 |
Air Products & Chemicals
APD
|
$2.5M |
| 5 |
Kimberly-Clark
KMB
|
$2.06M |
Top Sells
| 1 |
General Mills
GIS
|
$3.07M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$2.95M |
| 3 |
American Water Works
AWK
|
$2.59M |
| 4 |
Emerson Electric
EMR
|
$2.57M |
| 5 |
Apple
AAPL
|
$2.56M |
Sector Composition
| 1 | Technology | 25.94% |
| 2 | Healthcare | 14.16% |
| 3 | Financials | 12.73% |
| 4 | Consumer Discretionary | 9.51% |
| 5 | Industrials | 8.08% |
