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
$246M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.57M
3
+$1.53M
4
ORCL icon
Oracle
ORCL
+$1.34M
5
UPS icon
United Parcel Service
UPS
+$1.14M

Top Sells

1
+$2.06M
2
+$1.64M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
CMI icon
Cummins
CMI
+$925K

Sector Composition

1 Technology 27.33%
2 Consumer Discretionary 14.78%
3 Financials 14.4%
4 Healthcare 12.96%
5 Communication Services 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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-964
128
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129
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-1,094
130
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-30
131
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-9,120
132
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-12,641
133
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-11,883
134
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-83
135
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-207
136
$0 ﹤0.01%
10
137
– –
-1,578
138
– –
-701
2 3 4 5
6