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
$319M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$2.69M
3
+$2.25M
4
LRCX icon
Lam Research
LRCX
+$2.11M
5
AAPL icon
Apple
AAPL
+$2.01M

Top Sells

1
+$5.55M
2
+$3.09M
3
+$2.08M
4
HPQ icon
HP
HPQ
+$2.06M
5
BBY icon
Best Buy
BBY
+$1.78M

Sector Composition

1 Technology 28.09%
2 Healthcare 12.79%
3 Financials 12.03%
4 Consumer Discretionary 11.02%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.8M 8.08%
134,072
+10,422
2
$25.5M 7.99%
67,911
+3,116
3
$13.9M 4.34%
99,340
+5,672
4
$13.1M 4.09%
457,861
-28,709
5
$12M 3.75%
119,410
-55,360
6
$8.59M 2.69%
24,781
+5,498
7
$8.1M 2.53%
23,079
+10,968
8
$8M 2.5%
52,625
+9,580
9
$7.88M 2.47%
159,180
+9,590
10
$7.2M 2.25%
13,568
+732
11
$6.97M 2.18%
13,241
+749
12
$6.57M 2.06%
149,726
+6,185
13
$6.27M 1.96%
36,849
-8,866
14
$6.15M 1.92%
48,327
+2,061
15
$5.54M 1.73%
21,281
+1,377
16
$5.36M 1.68%
12,575
+483
17
$5.29M 1.66%
30,408
+1,483
18
$5.1M 1.6%
34,817
+18,332
19
$4.99M 1.56%
30,833
+13,897
20
$4.68M 1.47%
18,854
+2,141
21
$4.53M 1.42%
167,994
+10,448
22
$4.51M 1.41%
57,067
+16,683
23
$4.42M 1.38%
42,704
+2,106
24
$4.39M 1.37%
15,249
+1,871
25
$4.33M 1.36%
12,242
+545
1
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