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
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.08M
3
+$1.92M
4
EMR icon
Emerson Electric
EMR
+$1.89M
5
ENPH icon
Enphase Energy
ENPH
+$1.28M

Top Sells

1
+$2.63M
2
+$1.93M
3
+$1.76M
4
BXP icon
Boston Properties
BXP
+$1.67M
5
TGT icon
Target
TGT
+$1.57M

Sector Composition

1 Technology 27.85%
2 Healthcare 17.29%
3 Financials 11.34%
4 Consumer Discretionary 10.98%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 9.02%
132,735
+4,339
2
$15.5M 7.63%
66,656
+2,568
3
$11.9M 5.84%
124,118
+3,618
4
$8.19M 4.03%
16,223
-375
5
$6.11M 3%
12,045
+39
6
$6.06M 2.98%
53,622
+1,776
7
$5.98M 2.94%
21,685
+332
8
$5.04M 2.48%
19,603
+133
9
$4.67M 2.29%
20,700
+1,266
10
$4.65M 2.29%
9,850
-78
11
$4.45M 2.19%
41,579
-4,657
12
$4.44M 2.18%
42,505
+740
13
$4.43M 2.18%
27,442
+487
14
$4.22M 2.07%
44,234
+14
15
$4.05M 1.99%
18,855
+82
16
$3.74M 1.84%
24,160
+1,001
17
$3.48M 1.71%
26,747
-858
18
$3.46M 1.7%
13,065
-9
19
$3.44M 1.69%
78,672
+22,764
20
$3.37M 1.66%
12,136
+4,621
21
$2.95M 1.45%
130,680
+4,375
22
$2.89M 1.42%
5,899
+22
23
$2.85M 1.4%
20,764
-5,562
24
$2.75M 1.35%
+35,956
25
$2.68M 1.32%
17,499
-7,096
1
2 3 4 5