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
$117M
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.12M
3
+$418K
4
SON icon
Sonoco
SON
+$397K
5
AAPL icon
Apple
AAPL
+$396K

Top Sells

1
+$1.64M
2
+$1.61M
3
+$1.59M
4
EMR icon
Emerson Electric
EMR
+$1.4M
5
VZ icon
Verizon
VZ
+$1.34M

Sector Composition

1 Technology 21.7%
2 Financials 14.82%
3 Healthcare 13.69%
4 Consumer Discretionary 12.2%
5 Communication Services 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.46M 6.36%
53,653
-11,832
2
$6.49M 5.53%
115,884
+7,072
3
$6.27M 5.35%
102,700
-1,420
4
$4.23M 3.61%
48,740
-14,860
5
$4.13M 3.52%
35,052
-3,745
6
$3.8M 3.24%
30,548
+410
7
$3.66M 3.12%
18,895
+247
8
$2.98M 2.54%
12,852
-582
9
$2.97M 2.53%
39,476
-118
10
$2.96M 2.53%
59,978
-21,535
11
$2.77M 2.37%
53,023
+1,027
12
$2.63M 2.24%
51,028
-11,017
13
$2.58M 2.2%
29,518
+143
14
$2.46M 2.1%
8,922
+188
15
$2.41M 2.05%
9,758
-159
16
$2.41M 2.05%
18,608
-5,361
17
$2.3M 1.96%
25,993
+433
18
$2.21M 1.89%
8,152
+78
19
$2.19M 1.87%
14,018
+309
20
$2.19M 1.87%
13,536
+470
21
$2.09M 1.78%
9,601
-2,266
22
$2.06M 1.75%
16,538
+9,015
23
$2.03M 1.73%
15,610
+634
24
$2M 1.71%
9,038
+108
25
$1.93M 1.64%
22,603
+832
1
2 3 4