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
$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
– –
-3,174
102
– –
-8,445
103
– –
-9,166
104
– –
-6,006
105
– –
-43,795
106
– –
-10,580
107
– –
-7,167
1 2 3 4
5