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
$246M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.57M
3
+$1.53M
4
ORCL icon
Oracle
ORCL
+$1.34M
5
UPS icon
United Parcel Service
UPS
+$1.14M

Top Sells

1
+$2.06M
2
+$1.64M
3
+$1.13M
4
VZ icon
Verizon
VZ
+$1.08M
5
CMI icon
Cummins
CMI
+$925K

Sector Composition

1 Technology 27.33%
2 Consumer Discretionary 14.78%
3 Financials 14.4%
4 Healthcare 12.96%
5 Communication Services 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 7.53%
131,027
+4,287
2
$17.5M 7.09%
61,918
+3,761
3
$14.6M 5.93%
109,220
+5,200
4
$10.1M 4.12%
61,660
+3,200
5
$8.13M 3.31%
49,692
+2,260
6
$6.53M 2.65%
19,897
+1,454
7
$6.5M 2.64%
16,634
+833
8
$6.43M 2.61%
20,091
+7,731
9
$6.18M 2.51%
10,820
+470
10
$5.6M 2.28%
29,156
+8,161
11
$4.46M 1.81%
83,799
+5,372
12
$4.38M 1.78%
20,575
+1,116
13
$4.34M 1.76%
12,792
+489
14
$4.33M 1.76%
43,949
+2,373
15
$4.13M 1.68%
15,570
+825
16
$3.99M 1.62%
19,290
+872
17
$3.92M 1.59%
41,660
+2,525
18
$3.88M 1.58%
91,423
-48,444
19
$3.84M 1.56%
44,035
+15,434
20
$3.77M 1.53%
8,378
+1,107
21
$3.63M 1.48%
64,987
+3,007
22
$3.29M 1.34%
55,172
+1,504
23
$3.23M 1.31%
38,003
+10,782
24
$2.82M 1.14%
10,896
+621
25
$2.81M 1.14%
43,564
+2,023
1
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