AC
Arjuna Capital Portfolio holdings
AUM
$379M
This Quarter Return
+6.57%
1 Year Return
+14.99%
3 Year Return
+81.08%
5 Year Return
+149.05%
10 Year Return
–
AUM
$386M
AUM Growth
+$386M
(+3.9%)
Cap. Flow
-$627K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
41.18%
Holding
119
New
18
Increased
26
Reduced
56
Closed
16
Top Buys
| 1 |
Travelers Companies
TRV
|
$4.9M |
| 2 |
Public Storage
PSA
|
$4.78M |
| 3 |
Verizon
VZ
|
$4M |
| 4 |
California Water Service
CWT
|
$3.72M |
| 5 |
Quest Diagnostics
DGX
|
$3.59M |
Top Sells
| 1 |
CVS Health
CVS
|
$3.41M |
| 2 |
Sprouts Farmers Market
SFM
|
$3.02M |
| 3 |
Horace Mann Educators
HMN
|
$2.56M |
| 4 |
Becton Dickinson
BDX
|
$2.31M |
| 5 |
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% |
