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
$217M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.59M
3
+$1.49M
4
BWA icon
BorgWarner
BWA
+$1.46M
5
CMCSA icon
Comcast
CMCSA
+$1.33M

Top Sells

1
+$3.46M
2
+$1.49M
3
+$1.26M
4
FDX icon
FedEx
FDX
+$1.13M
5
INTC icon
Intel
INTC
+$1.13M

Sector Composition

1 Technology 26.61%
2 Healthcare 18.08%
3 Financials 14.08%
4 Consumer Discretionary 9.72%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.9M 8.25%
137,759
+5,024
2
$16.7M 7.7%
69,622
+2,966
3
$11.3M 5.19%
127,545
+3,427
4
$8.63M 3.98%
16,276
+53
5
$6.81M 3.14%
21,546
-139
6
$6.79M 3.13%
12,339
+294
7
$5.86M 2.7%
43,671
+1,166
8
$5.63M 2.59%
21,421
+721
9
$5.33M 2.46%
19,956
+353
10
$5.22M 2.41%
39,593
-1,986
11
$4.83M 2.23%
57,497
+3,875
12
$4.45M 2.05%
9,758
-92
13
$4.18M 1.93%
44,849
+615
14
$4.12M 1.9%
24,950
+790
15
$3.76M 1.73%
17,750
-1,105
16
$3.7M 1.71%
21,298
-6,144
17
$3.4M 1.57%
6,121
+222
18
$3.37M 1.55%
17,965
+466
19
$3.35M 1.54%
21,110
+346
20
$3.22M 1.48%
47,568
-1,230
21
$3.16M 1.46%
11,925
-211
22
$3.09M 1.43%
31,167
+15,055
23
$3.07M 1.42%
36,618
+662
24
$3.01M 1.39%
130,718
+38
25
$2.75M 1.27%
26,440
+624
1
2 3 4 5