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
$353M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.86M
3
+$2.76M
4
AMGN icon
Amgen
AMGN
+$2.53M
5
CL icon
Colgate-Palmolive
CL
+$2.03M

Top Sells

1
+$7.15M
2
+$4.22M
3
+$3.28M
4
V icon
Visa
V
+$2.66M
5
KMB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
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105
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107
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-22,642
108
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-380
109
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-5,614
110
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-16,392
111
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-15,234
112
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113
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-8,013
114
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115
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-12,491
1 2 3 4
5