M
Mirova Portfolio holdings
AUM
$2.46B
1-Year Est. Return
11.42%
This Fund
S&P 500
1 Year Est. Return
+11.42%
AUM
$2.46B
AUM Growth
+$1.77B
(+255%)
Holding
185
Top Buys
| 1 | +$112M | |
| 2 | +$68.7M | |
| 3 | +$67.4M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$56.8M |
| 5 |
Cadence Design Systems
CDNS
|
+$56.3M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$7.86M | |
| 3 | +$6.29M | |
| 4 |
General Motors
GM
|
+$5.99M |
| 5 |
Estee Lauder
EL
|
+$5.58M |
Sector Composition
| 1 | Technology | 43.25% |
| 2 | Industrials | 24.31% |
| 3 | Healthcare | 13.09% |
| 4 | Communication Services | 3.77% |
| 5 | Consumer Discretionary | 3.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.97T
| $152M | 6.16% |
869,338
+612,389
|
|
||
2
Microsoft
MSFT
$3.1T
| $69.9M | 2.84% |
188,849
+101,390
|
|
||
|
3
Cadence Design Systems
CDNS
$104B
| $64.5M | 2.62% |
232,032
+188,741
|
|
||
4
ServiceNow
NOW
$116B
| $64M | 2.6% |
611,772
+572,868
|
|
||
5
Synopsys
SNPS
$89B
| $60.2M | 2.45% |
+151,873
|
|
||
6
Ecolab
ECL
$72.6B
| $53.9M | 2.19% |
202,638
+52,618
|
|
||
7
Broadcom
AVGO
$1.83T
| $52.5M | 2.13% |
169,717
+157,011
|
|
||
|
8
Alphabet (Google) Class A
GOOGL
$4.46T
| $52M | 2.11% |
+180,834
|
|
||
9
CrowdStrike
CRWD
$171B
| $45.9M | 1.87% |
+117,624
|
|
||
10
Bentley Systems
BSY
$10B
| $44.2M | 1.79% |
1,257,702
+969,172
|
|
||
11
Intuitive Surgical
ISRG
$149B
| $42.1M | 1.71% |
91,279
+73,904
|
|
||
12
Snowflake
SNOW
$82.6B
| $38.9M | 1.58% |
+257,688
|
|
||
13
Waste Management
WM
$88.5B
| $38.2M | 1.55% |
166,449
+84,478
|
|
||
14
Vertiv
VRT
$115B
| $37.9M | 1.54% |
151,388
+120,563
|
|
||
15
nVent Electric
NVT
$26.3B
| $37.9M | 1.54% |
+320,522
|
|
||
16
Clean Harbors
CLH
$15B
| $37.5M | 1.52% |
+130,675
|
|
||
17
Advanced Micro Devices
AMD
$760B
| $37.2M | 1.51% |
+182,667
|
|
||
18
Thermo Fisher Scientific
TMO
$176B
| $36M | 1.46% |
73,275
+63,086
|
|
||
19
First Solar
FSLR
$30B
| $31.8M | 1.29% |
161,443
+55,685
|
|
||
20
Veralto
VLTO
$21.1B
| $31.3M | 1.27% |
354,189
+313,687
|
|
||
21
IDEX
IEX
$15.9B
| $30.5M | 1.24% |
160,700
+109,252
|
|
||
22
Palo Alto Networks
PANW
$222B
| $29.9M | 1.21% |
186,566
+148,073
|
|
||
23
Xylem
XYL
$26.1B
| $29.2M | 1.19% |
244,505
+92,279
|
|
||
24
KLA
KLAC
$252B
| $28.9M | 1.17% |
+19,632
|
|
||
|
JBTM
25
JBT Marel
JBTM
$6.46B
| $24.9M | 1.01% |
+194,430
|
|