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
$353M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.86M
3
+$2.76M
4
AMGN icon
Amgen
AMGN
+$2.53M
5
CL icon
Colgate-Palmolive
CL
+$2.03M

Top Sells

1
+$7.15M
2
+$4.22M
3
+$3.28M
4
V icon
Visa
V
+$2.66M
5
KMB icon
Kimberly-Clark
KMB
+$1.99M

Sector Composition

1 Technology 29.1%
2 Financials 13.77%
3 Healthcare 13.55%
4 Consumer Discretionary 10.61%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.5M 8.37%
70,139
+2,228
2
$23.6M 6.68%
137,393
+3,321
3
$15.2M 4.32%
100,994
+1,654
4
$14.4M 4.08%
159,340
+160
5
$12.6M 3.58%
447,704
-10,157
6
$9.98M 2.83%
55,342
+2,717
7
$9.9M 2.81%
25,803
+1,022
8
$8.52M 2.42%
24,585
+1,506
9
$8.23M 2.33%
14,160
+592
10
$8.09M 2.29%
16,345
+3,104
11
$7.73M 2.19%
38,610
+1,761
12
$7.01M 1.99%
161,659
+11,933
13
$6.86M 1.95%
24,142
+8,893
14
$6.86M 1.94%
53,400
+10,696
15
$6.58M 1.86%
76,184
+54,042
16
$6.36M 1.8%
13,106
+864
17
$6.28M 1.78%
31,747
+1,339
18
$6.1M 1.73%
50,138
+1,811
19
$5.47M 1.55%
11,349
-1,226
20
$5.41M 1.53%
94,684
+5,591
21
$5.12M 1.45%
5,034
+329
22
$4.88M 1.38%
23,651
+7,910
23
$4.87M 1.38%
48,400
-71,010
24
$4.78M 1.35%
49,180
+2,270
25
$4.75M 1.35%
18,642
+780
1
2 3 4 5