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
$231M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$1.64M
3 +$1.23M
4
SON icon
Sonoco
SON
+$1.18M
5
FDX icon
FedEx
FDX
+$1.13M

Top Sells

1 +$1.67M
2 +$1.65M
3 +$1.35M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$1.27M
5
SYNA icon
Synaptics
SYNA
+$1.19M

Sector Composition

1 Technology 24.91%
2 Consumer Discretionary 15.5%
3 Financials 15.22%
4 Healthcare 12.7%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,733
127
-16,426
128
-4,819
129
$0 ﹤0.01%
+10
130
-465
131
-145
132
-250
133
-300
134
-84,697
135
-11,550