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
$255M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$3.01M
3
+$2.83M
4
APD icon
Air Products & Chemicals
APD
+$2.5M
5
KMB icon
Kimberly-Clark
KMB
+$2.06M

Top Sells

1
+$3.07M
2
+$2.95M
3
+$2.59M
4
EMR icon
Emerson Electric
EMR
+$2.57M
5
AAPL icon
Apple
AAPL
+$2.56M

Sector Composition

1 Technology 25.94%
2 Healthcare 14.16%
3 Financials 12.73%
4 Consumer Discretionary 9.51%
5 Industrials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.2M 7.91%
122,220
-15,539
2
$20.1M 7.9%
+200,289
3
$18.9M 7.4%
65,456
-4,166
4
$10.3M 4.03%
99,130
-28,415
5
$6.84M 2.68%
11,861
-478
6
$5.8M 2.27%
44,483
+812
7
$5.78M 2.27%
12,228
-4,048
8
$5.54M 2.17%
18,769
-2,777
9
$5.38M 2.11%
22,239
+818
10
$4.65M 1.82%
45,030
-12,467
11
$4.65M 1.82%
24,993
+43
12
$4.47M 1.75%
18,348
+12,362
13
$4.38M 1.72%
28,374
-11,219
14
$4.23M 1.66%
14,815
-5,141
15
$4.1M 1.61%
20,052
+2,302
16
$3.76M 1.48%
99,293
+32,357
17
$3.57M 1.4%
34,252
+3,085
18
$3.27M 1.28%
41,156
-6,412
19
$3.26M 1.28%
56,041
+29,799
20
$3.22M 1.26%
21,679
+7,148
21
$3.18M 1.25%
18,579
+614
22
$3.03M 1.19%
4,395
-1,726
23
$2.99M 1.17%
27,195
+755
24
$2.98M 1.17%
60,354
+2,078
25
$2.97M 1.16%
5,972
-3,786
1
2 3 4 5