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
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$4.96M
2 +$4.27M
3 +$4.09M
4
JPM icon
JPMorgan Chase
JPM
+$3.65M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.45M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.74%
2 Financials 16.89%
3 Healthcare 15.01%
4 Industrials 10.1%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.96M 4.65%
+58,040
2
$4.27M 4%
+100,856
3
$4.09M 3.83%
+69,940
4
$3.65M 3.42%
+34,160
5
$3.45M 3.23%
+24,675
6
$3.4M 3.19%
+88,816
7
$3.19M 2.99%
+60,520
8
$3.15M 2.95%
+14,312
9
$2.89M 2.7%
+31,437
10
$2.58M 2.41%
+54,523
11
$2.54M 2.38%
+14,612
12
$2.37M 2.21%
+12,020
13
$2.25M 2.1%
+12,824
14
$2.21M 2.07%
+55,102
15
$2.17M 2.03%
+10,380
16
$2.11M 1.98%
+20,207
17
$2.07M 1.94%
+12,223
18
$2.07M 1.94%
+12,392
19
$2.02M 1.89%
+10,633
20
$1.94M 1.81%
+65,588
21
$1.87M 1.75%
+13,755
22
$1.84M 1.72%
+36,717
23
$1.8M 1.69%
+33,412
24
$1.76M 1.65%
+88,581
25
$1.73M 1.62%
+37,406