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
$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
– –
-17,330
127
– –
-11,550
128
– –
-16,426
129
– –
-4,819
130
$0 ﹤0.01%
+10
131
– –
-465
132
– –
-145
133
– –
-250
134
– –
-300
135
– –
-84,697
2 3 4 5
6