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
$203M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$2.65M
4
SON icon
Sonoco
SON
+$2.28M
5
TSLA icon
Tesla
TSLA
+$2.03M

Top Sells

1
+$3.61M
2
+$2.69M
3
+$2.29M
4
PFG icon
Principal Financial Group
PFG
+$2.08M
5
PLD icon
Prologis
PLD
+$1.71M

Sector Composition

1 Technology 26.69%
2 Consumer Discretionary 16.1%
3 Financials 14.88%
4 Healthcare 13.01%
5 Communication Services 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 7.26%
120,952
+6,875
2
$13.4M 6.61%
57,018
+3,618
3
$10.2M 5.04%
99,340
-11,340
4
$9.22M 4.54%
59,620
+6,880
5
$7.1M 3.49%
46,651
+17,435
6
$5.8M 2.85%
15,594
+523
7
$5.5M 2.71%
18,036
+6,459
8
$5.04M 2.48%
17,104
+514
9
$4.96M 2.44%
128,176
+75,012
10
$4.75M 2.34%
74,281
+6,330
11
$4.59M 2.26%
18,444
+1,151
12
$4.39M 2.16%
9,610
+574
13
$4M 1.96%
18,036
+603
14
$3.97M 1.95%
21,029
+952
15
$3.62M 1.78%
26,760
-2,672
16
$3.46M 1.7%
38,342
+1,434
17
$3.27M 1.61%
40,747
+12,024
18
$3.26M 1.6%
60,242
+26,992
19
$3.18M 1.56%
8,925
+295
20
$3.04M 1.49%
6,386
-2,335
21
$2.81M 1.38%
+10,174
22
$2.65M 1.3%
19,593
+549
23
$2.62M 1.29%
45,019
+1,614
24
$2.49M 1.23%
7,074
+2,371
25
$2.46M 1.21%
41,013
-34,747
1
2 3 4 5