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
$145M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.08M
3
+$1.71M
4
VOYA icon
Voya Financial
VOYA
+$1.47M
5
UNH icon
UnitedHealth
UNH
+$1.41M

Top Sells

1
+$1.93M
2
+$1.92M
3
+$1.83M
4
SBUX icon
Starbucks
SBUX
+$1.31M
5
STT icon
State Street
STT
+$1.25M

Sector Composition

1 Technology 25.11%
2 Healthcare 14.6%
3 Financials 12.95%
4 Consumer Discretionary 11.78%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 7.28%
51,842
-1,496
2
$10.2M 7%
111,300
+212
3
$6.97M 4.81%
50,560
+920
4
$5.55M 3.83%
78,220
-16,840
5
$4.23M 2.92%
14,332
+4,787
6
$3.97M 2.74%
66,303
+691
7
$3.93M 2.71%
16,647
-1,408
8
$3.9M 2.69%
8,965
+4
9
$3.73M 2.58%
31,217
+436
10
$3.26M 2.25%
25,318
-2,577
11
$3.05M 2.1%
39,457
+308
12
$2.9M 2%
16,554
+105
13
$2.57M 1.77%
55,061
-448
14
$2.56M 1.77%
11,278
+9,932
15
$2.53M 1.74%
6,973
+85
16
$2.49M 1.72%
26,436
-7,945
17
$2.45M 1.69%
8,297
+76
18
$2.45M 1.69%
19,298
+116
19
$2.32M 1.6%
42,006
+541
20
$2.27M 1.56%
9,055
-3,287
21
$2.25M 1.55%
13,304
-40
22
$2.19M 1.51%
35,320
+27,623
23
$2.18M 1.5%
9,033
-18
24
$2.14M 1.48%
22,915
+146
25
$2.09M 1.44%
24,264
-4,397
1
2 3 4