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
$282M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$3.79M
3 +$2.1M
4
PG icon
Procter & Gamble
PG
+$1.94M
5
AXP icon
American Express
AXP
+$1.81M

Top Sells

1 +$5.36M
2 +$3.18M
3 +$2.5M
4
LECO icon
Lincoln Electric
LECO
+$2.3M
5
BWA icon
BorgWarner
BWA
+$1.62M

Sector Composition

1 Technology 26.14%
2 Healthcare 13.47%
3 Financials 11.9%
4 Consumer Discretionary 9.2%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,595
102
-18,579
103
-1,456
104
-13,696
105
-55,719
106
-28,353