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
$161M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.33M
3
+$1.17M
4
APD icon
Air Products & Chemicals
APD
+$1.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.01M

Top Sells

1
+$1.63M
2
+$1.6M
3
+$1.59M
4
AXP icon
American Express
AXP
+$1.38M
5
BIIB icon
Biogen
BIIB
+$1.24M

Sector Composition

1 Technology 26.33%
2 Healthcare 13.52%
3 Consumer Discretionary 12.89%
4 Financials 11.33%
5 Communication Services 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 8.05%
112,069
+769
2
$11.2M 6.95%
53,263
+1,421
3
$8.07M 5.01%
51,240
+680
4
$6.75M 4.19%
92,040
+13,820
5
$4.55M 2.83%
14,611
+279
6
$4.31M 2.67%
8,788
-177
7
$4.29M 2.66%
16,877
+230
8
$4.29M 2.66%
16,366
+5,088
9
$4.07M 2.53%
29,288
-1,929
10
$3.85M 2.39%
12,944
+3,911
11
$3.85M 2.39%
8,719
+1,746
12
$3.73M 2.32%
39,845
+388
13
$3.47M 2.15%
66,983
+680
14
$3.27M 2.03%
16,901
+347
15
$3.23M 2%
22,260
-3,058
16
$3.22M 2%
11,601
+2,546
17
$3.21M 1.99%
16,279
+2,975
18
$2.83M 1.76%
8,378
+81
19
$2.8M 1.74%
19,595
+297
20
$2.66M 1.65%
67,445
+12,384
21
$2.52M 1.56%
42,374
+368
22
$2.35M 1.46%
23,388
+473
23
$2.35M 1.46%
35,785
+465
24
$2.19M 1.36%
10,958
+2,247
25
$2.07M 1.28%
83,150
+700
1
2 3 4 5