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
$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
– –
-1,284
102
– –
-2,666
103
– –
-3,302
104
– –
-21,362
105
– –
-27,788
106
– –
-8,712
1 2 3 4
5