AC
Arjuna Capital Portfolio holdings
AUM
$379M
This Quarter Return
+9.56%
1 Year Return
+14.99%
3 Year Return
+81.08%
5 Year Return
+149.05%
10 Year Return
–
AUM
$379M
AUM Growth
+$379M
(+5%)
Cap. Flow
-$7.05M
Cap. Flow
% of AUM
-1.86%
Top 10 Holdings %
Top 10 Hldgs %
49.64%
Holding
123
New
10
Increased
8
Reduced
91
Closed
6
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$6.55M |
| 2 |
Johnson Controls International
JCI
|
$901K |
| 3 |
Takeda Pharmaceutical
TAK
|
$854K |
| 4 |
Kyndryl
KD
|
$841K |
| 5 |
MetLife
MET
|
$775K |
Top Sells
| 1 |
Amalgamated Financial
AMAL
|
$1.66M |
| 2 |
Microsoft
MSFT
|
$1.2M |
| 3 |
NVIDIA
NVDA
|
$1.12M |
| 4 |
Apple
AAPL
|
$986K |
| 5 |
Thermo Fisher Scientific
TMO
|
$877K |
Sector Composition
| 1 | Technology | 27.5% |
| 2 | Financials | 13.3% |
| 3 | Consumer Discretionary | 8.52% |
| 4 | Healthcare | 8.48% |
| 5 | Communication Services | 7.57% |
