AC
Arjuna Capital Portfolio holdings
AUM
$379M
This Quarter Return
+11.29%
1 Year Return
+14.99%
3 Year Return
+81.08%
5 Year Return
+149.05%
10 Year Return
–
AUM
$353M
AUM Growth
+$353M
(+10%)
Cap. Flow
+$8.47M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
39.71%
Holding
115
New
18
Increased
64
Reduced
15
Closed
15
Top Buys
| 1 |
Principal Financial Group
PFG
|
$4.66M |
| 2 |
Horace Mann Educators
HMN
|
$2.86M |
| 3 |
American Express
AXP
|
$2.76M |
| 4 |
Amgen
AMGN
|
$2.53M |
| 5 |
Colgate-Palmolive
CL
|
$2.03M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$7.15M |
| 2 |
Procter & Gamble
PG
|
$4.22M |
| 3 |
Ameriprise Financial
AMP
|
$3.28M |
| 4 |
Visa
V
|
$2.66M |
| 5 |
Kimberly-Clark
KMB
|
$1.99M |
Sector Composition
| 1 | Technology | 29.1% |
| 2 | Financials | 13.77% |
| 3 | Healthcare | 13.55% |
| 4 | Consumer Discretionary | 10.61% |
| 5 | Communication Services | 9.01% |
