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
$181M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.47M
3
+$1.63M
4
NUE icon
Nucor
NUE
+$1.53M
5
PFG icon
Principal Financial Group
PFG
+$1.24M

Top Sells

1
+$2.3M
2
+$1.99M
3
+$1.58M
4
BEPC icon
Brookfield Renewable
BEPC
+$1.52M
5
NFLX icon
Netflix
NFLX
+$1.48M

Sector Composition

1 Technology 26.36%
2 Consumer Discretionary 13.4%
3 Healthcare 13.37%
4 Financials 13.12%
5 Communication Services 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 8.38%
114,077
+2,008
2
$11.9M 6.57%
53,400
+137
3
$9.7M 5.37%
110,680
+18,640
4
$8.59M 4.75%
52,740
+1,500
5
$5.29M 2.93%
15,071
+460
6
$4.53M 2.51%
16,590
+224
7
$4.36M 2.41%
8,721
-67
8
$4.21M 2.33%
9,036
+317
9
$4.09M 2.27%
29,432
+144
10
$3.98M 2.2%
17,293
+416
11
$3.76M 2.08%
75,760
+24,985
12
$3.71M 2.05%
29,216
+19,421
13
$3.61M 2%
13,204
+260
14
$3.55M 1.97%
17,433
+532
15
$3.38M 1.87%
67,951
+968
16
$3.29M 1.82%
20,077
+482
17
$3.08M 1.7%
8,630
+252
18
$3.08M 1.7%
11,577
-24
19
$3.04M 1.68%
19,811
-2,449
20
$2.97M 1.64%
36,908
+1,123
21
$2.69M 1.49%
30,823
-9,022
22
$2.55M 1.41%
43,405
+1,031
23
$2.48M 1.37%
+50,942
24
$2.12M 1.17%
22,300
+777
25
$2.11M 1.17%
44,154
+966
1
2 3 4 5