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
$386M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.78M
3
+$4M
4
CWT icon
California Water Service
CWT
+$3.72M
5
DGX icon
Quest Diagnostics
DGX
+$3.59M

Top Sells

1
+$3.41M
2
+$3.02M
3
+$2.56M
4
BDX icon
Becton Dickinson
BDX
+$2.31M
5
HD icon
Home Depot
HD
+$1.82M

Sector Composition

1 Technology 30.13%
2 Financials 13.75%
3 Healthcare 12.52%
4 Consumer Discretionary 9.59%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$204K 0.05%
+1,028
102
$162K 0.04%
431
103
$43.1K 0.01%
195
104
– –
-3,375
105
– –
-6,774
106
– –
-17,952
107
– –
-4,368
108
– –
-9,392
109
– –
-9,874
110
– –
-78,465
111
– –
-5,325
112
– –
-826
113
– –
-71,515
114
– –
-6,555
115
– –
-11,287
116
– –
-4,202
117
– –
-6,391
118
– –
-18,729
119
– –
-5,221
1 2 3 4
5