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
$372M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$3.51M
3
+$2.98M
4
WM icon
Waste Management
WM
+$2.98M
5
SON icon
Sonoco
SON
+$2.68M

Top Sells

1
+$4.27M
2
+$3.78M
3
+$3.75M
4
UNH icon
UnitedHealth
UNH
+$3.46M
5
CSCO icon
Cisco
CSCO
+$3.37M

Sector Composition

1 Technology 32.01%
2 Healthcare 13.01%
3 Financials 12.55%
4 Consumer Discretionary 10.79%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.9M 8.57%
71,287
+1,148
2
$29.7M 7.98%
140,783
+3,390
3
$22.7M 6.1%
183,469
+24,129
4
$18.6M 4.99%
101,868
+874
5
$12.5M 3.36%
445,848
-1,856
6
$10.7M 2.89%
55,619
+277
7
$9.19M 2.47%
16,617
+2,457
8
$9.06M 2.44%
26,323
+520
9
$7.92M 2.13%
39,170
+560
10
$7.85M 2.11%
25,129
+987
11
$7.62M 2.05%
53,383
-17
12
$7.54M 2.03%
24,850
+265
13
$6.78M 1.83%
86,484
+10,300
14
$6.67M 1.8%
28,284
+4,633
15
$6.54M 1.76%
12,964
-142
16
$6.21M 1.67%
29,089
+13,961
17
$5.42M 1.46%
23,392
+3,639
18
$5.4M 1.45%
53,576
+5,176
19
$5.38M 1.45%
6,335
-82
20
$5.35M 1.44%
63,959
+542
21
$4.87M 1.31%
9,556
-6,789
22
$4.83M 1.3%
176,180
+4,319
23
$4.81M 1.3%
96,428
+1,744
24
$4.6M 1.24%
22,408
+346
25
$4.59M 1.24%
5,088
+54
1
2 3 4 5