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Arjuna Capital13F | |
| Arjuna Capital | |
| Last update 2024-11-05 | 103 Stocks (18 new) |
| Value $386.00 Mil | Turnover 10 % |
| Portfolio Report | |
Arjuna Capital Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 138,830 | 32347.340 | -1.39% | 8.380 | -0.11% | 0.000 | +8.53% | +18.59% | 3441419.421 | Hardware | |
MSFT | Microsoft Corp | 70,387 | 30287.530 | -1.26% | 7.840 | -0.11% | 0.000 | +7.09% | +13.88% | 3171422.741 | Software | |
NVDA | NVIDIA Corp | 174,918 | 21242.040 | -4.66% | 5.500 | -0.28% | 0.000 | +49.88% | +199.40% | 3639393.450 | Semiconductors | |
GOOGL | Alphabet Inc | 102,574 | 17011.900 | +0.69% | 4.410 | +0.03% | 0.000 | +13.83% | +29.66% | 2224719.279 | Interactive Media | |
SPTI | SPDR Portfolio Intermediate Term Treasury ETF | 414,862 | 12055.890 | -6.95% | 3.120 | -0.23% | 0.180 | -1.99% | -1.47% | 6637.451 | ||
TMO | Thermo Fisher Scientific Inc | 16,492 | 10201.460 | -0.75% | 2.640 | -0.02% | 0.000 | -5.20% | +5.05% | 212356.493 | Medical Diagnostics & Research | |
AMZN | Amazon.com Inc | 54,732 | 10198.210 | -1.59% | 2.640 | -0.05% | 0.000 | +29.02% | +38.22% | 2210870.441 | Retail - Cyclical | |
HD | The Home Depot Inc | 21,820 | 8841.460 | -17.11% | 2.290 | -0.42% | 0.000 | +16.84% | +16.94% | 395504.588 | Retail - Cyclical | |
ACN | Accenture PLC | 24,414 | 8629.860 | -1.75% | 2.240 | -0.04% | 0.000 | +13.12% | +3.74% | 225316.698 | Software | |
JPM | JPMorgan Chase & Co | 38,722 | 8164.920 | -1.14% | 2.110 | -0.02% | 0.000 | +19.27% | +43.00% | 664645.568 | Banks |
Arjuna Capital's Historical Top Holdings Breakdowns
Arjuna Capital's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TRV | The Travelers Companies Inc | 2024-09-30 | New Buy | +1.27% | 201.87 ($220.47) 242.26 | $252.15 | 14.37% | New holding | 20,945 | 20,945 | |
PSA | Public Storage | 2024-09-30 | New Buy | +1.24% | 283.13 ($324.64) 365.01 | $331.86 | 2.22% | New holding | 13,138 | 13,138 | |
VZ | Verizon Communications Inc | 2024-09-30 | New Buy | +1.03% | 38.89 ($41.74) 45 | $40.67 | -2.55% | New holding | 88,956 | 88,956 | |
CWT | California Water Service Group | 2024-09-30 | New Buy | +0.96% | 47.83 ($53.03) 55.5 | $51.74 | -2.43% | New holding | 68,676 | 68,676 | |
DGX | Quest Diagnostics Inc | 2024-09-30 | Add | +0.93% | 136.64 ($149.34) 156.97 | $156.99 | 5.12% | Add 1294.96% | 24,914 | 23,128 | |
CVS | CVS Health Corp | 2024-09-30 | Reduce | -0.86% | 55.81 ($58.34) 63.18 | $57.68 | -1.13% | Reduce -89.73% | 6,206 | -54,208 | |
HMN | Horace Mann Educators Corp | 2024-09-30 | Sold Out | -0.69% | 32.13 ($34.15) 36.22 | $41.97 | 22.89% | Sold Out | 0 | -78,465 | |
SFM | Sprouts Farmers Market Inc | 2024-09-30 | Reduce | -0.62% | 80.44 ($95.38) 110.41 | $139.94 | 46.72% | Reduce -42.79% | 36,591 | -27,368 | |
BDX | Becton Dickinson & Co | 2024-09-30 | Sold Out | -0.62% | 221.47 ($234.37) 242.41 | $227.96 | -2.73% | Sold Out | 0 | -9,874 | |
SNY | Sanofi SA | 2024-09-30 | New Buy | +0.58% | 48.54 ($53.99) 58.53 | $51.52 | -4.57% | New holding | 38,952 | 38,952 |
Arjuna Capital Total Holding History ($B)
Arjuna Capital's Asset Allocation
Arjuna Capital Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Arjuna Capital's Hypothetical Growth since 2024-09-30
Arjuna Capital's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Arjuna Capital's Holdings Heat Map
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Arjuna Capital's Holdings Bubble Chart
Arjuna Capital News
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