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
$279M
AUM Growth
-$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$2.61M
3 +$2.35M
4
NVS icon
Novartis
NVS
+$2.25M
5
BBY icon
Best Buy
BBY
+$2.14M

Top Sells

1 +$2.96M
2 +$2.62M
3 +$2.55M
4
STT icon
State Street
STT
+$1.84M
5
VMI icon
Valmont Industries
VMI
+$1.75M

Sector Composition

1 Technology 26.35%
2 Healthcare 13.33%
3 Financials 11.25%
4 Consumer Discretionary 9.86%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,414
102
-1,621
103
-3,174
104
-8,445
105
-9,166
106
-6,006
107
-43,795