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
$372M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.51M
3
+$2.98M
4
WM icon
Waste Management
WM
+$2.98M
5
SON icon
Sonoco
SON
+$2.68M

Top Sells

1
+$4.27M
2
+$3.78M
3
+$3.75M
4
UNH icon
UnitedHealth
UNH
+$3.46M
5
CSCO icon
Cisco
CSCO
+$3.37M

Sector Composition

1 Technology 32.01%
2 Healthcare 13.01%
3 Financials 12.55%
4 Consumer Discretionary 10.79%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39.6K 0.01%
195
102
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-2,461
103
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-946
104
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-74,146
105
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-67,510
106
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-1,557
107
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-2,353
108
– –
-52,113
109
– –
-1,655
110
– –
-25,829
111
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-182
112
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-145
113
– –
-1,080
1 2 3 4
5