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
$376M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.91M
3
+$1.81M
4
CMCSA icon
Comcast
CMCSA
+$1.61M
5
CRM icon
Salesforce
CRM
+$1.57M

Top Sells

1
+$3.93M
2
+$3.34M
3
+$2.46M
4
DGX icon
Quest Diagnostics
DGX
+$2.23M
5
CNC icon
Centene
CNC
+$2.1M

Sector Composition

1 Technology 31.97%
2 Financials 14.86%
3 Consumer Discretionary 11.32%
4 Healthcare 10.62%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-37,901
102
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-27,900
103
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-6,206
104
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-76,469
105
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-12,133
106
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-5,740
107
– –
-1,974
108
– –
-30,090
109
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-9,607
110
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-282
111
– –
-68,645
112
– –
-5,913
1 2 3 4
5