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
$231M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.64M
3
+$1.23M
4
SON icon
Sonoco
SON
+$1.18M
5
FDX icon
FedEx
FDX
+$1.13M

Top Sells

1
+$1.67M
2
+$1.65M
3
+$1.35M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$1.27M
5
SYNA icon
Synaptics
SYNA
+$1.19M

Sector Composition

1 Technology 24.91%
2 Consumer Discretionary 15.5%
3 Financials 15.22%
4 Healthcare 12.7%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 7.5%
126,740
+5,788
2
$15.8M 6.81%
58,157
+1,139
3
$12.7M 5.49%
104,020
+4,680
4
$10.1M 4.35%
58,460
-1,160
5
$7.38M 3.19%
47,432
+781
6
$6.33M 2.73%
15,801
+207
7
$5.88M 2.54%
18,443
+407
8
$5.77M 2.49%
139,867
+11,691
9
$5.22M 2.26%
10,350
+740
10
$4.74M 2.05%
19,459
+1,015
11
$4.4M 1.9%
78,427
+4,146
12
$4.28M 1.85%
12,303
-4,801
13
$4.12M 1.78%
18,418
+382
14
$4.04M 1.74%
20,995
-34
15
$3.99M 1.72%
41,576
+829
16
$3.98M 1.72%
14,745
+9,112
17
$3.77M 1.63%
39,135
+793
18
$3.64M 1.58%
12,360
+2,186
19
$3.59M 1.55%
53,668
+17,635
20
$3.53M 1.53%
61,980
+1,738
21
$3.06M 1.32%
8,385
-540
22
$2.88M 1.24%
7,271
+197
23
$2.63M 1.13%
41,541
+528
24
$2.58M 1.11%
45,979
+960
25
$2.46M 1.06%
19,403
+43
1
2 3 4 5