AC

Arjuna Capital Portfolio holdings

AUM $393M
1-Year Est. Return 20.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.14M
3
+$3.85M
4
LLY icon
Eli Lilly
LLY
+$2.89M
5
SEE
Sealed Air
SEE
+$1.97M

Top Sells

1
+$3.91M
2
+$3.43M
3
+$2.85M
4
GWW icon
W.W. Grainger
GWW
+$2.79M
5
UNH icon
UnitedHealth
UNH
+$2.47M

Sector Composition

1 Technology 28.77%
2 Financials 12.62%
3 Consumer Discretionary 9.4%
4 Communication Services 8.28%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52M 12.93%
516,722
-34,137
2
$28M 6.96%
109,941
-5,524
3
$27.3M 6.78%
146,107
+3,903
4
$25.8M 6.41%
49,783
+600
5
$21.8M 5.43%
89,862
-898
6
$14.3M 3.57%
496,423
+23,071
7
$10.2M 2.52%
32,197
+176
8
$9.79M 2.43%
44,572
+620
9
$8.86M 2.2%
26,851
+2,886
10
$7.71M 1.92%
19,035
-239
11
$6.2M 1.54%
12,613
+1,610
12
$5.96M 1.48%
26,995
+585
13
$5.51M 1.37%
81,774
+606
14
$5.12M 1.27%
118,743
+1,582
15
$4.89M 1.22%
17,511
-151
16
$4.75M 1.18%
5,127
+96
17
$4.34M 1.08%
52,718
+973
18
$4.27M 1.06%
+46,388
19
$4.24M 1.05%
12,409
+491
20
$4.22M 1.05%
35,170
+340
21
$4.06M 1.01%
+40,388
22
$4M 0.99%
+81,543
23
$3.93M 0.98%
57,488
+12,012
24
$3.88M 0.96%
13,743
+3,290
25
$3.8M 0.94%
110,448
+22,865
1
2 3 4 5