M
Mirova Portfolio holdings
AUM
$709M
1-Year Est. Return
10.96%
1 Year Est. Return
+10.96%
AUM
$709M
AUM Growth
+$153M
(+28%)
Holding
141
Top Buys
| 1 | +$7.51M | |
| 2 | +$7.4M | |
| 3 | +$6.07M | |
| 4 |
Badger Meter
BMI
|
+$5.7M |
| 5 |
Sprouts Farmers Market
SFM
|
+$5.69M |
Top Sells
| 1 | +$5.34M | |
| 2 | +$2.29M | |
| 3 | +$2M | |
| 4 |
Sunrun
RUN
|
+$1.92M |
| 5 |
Bright Horizons
BFAM
|
+$1.53M |
Sector Composition
| 1 | Technology | 35.01% |
| 2 | Healthcare | 17.43% |
| 3 | Industrials | 16.91% |
| 4 | Materials | 8.62% |
| 5 | Consumer Discretionary | 6.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Thermo Fisher Scientific
TMO
$204B
| $56.1M | 7.91% |
138,272
-13,179
|
|
||
2
Ecolab
ECL
$78.5B
| $44.1M | 6.22% |
163,663
+4,587
|
|
||
3
NVIDIA
NVDA
$4.46T
| $41.8M | 5.9% |
264,875
+27,784
|
|
||
4
Microsoft
MSFT
$3.82T
| $39M | 5.5% |
78,330
+10,509
|
|
||
5
Accenture
ACN
$148B
| $37.6M | 5.31% |
125,912
+6,234
|
|
||
6
Eli Lilly
LLY
$720B
| $22.5M | 3.17% |
28,850
+2,125
|
|
||
7
Waste Management
WM
$86.8B
| $19.1M | 2.7% |
83,688
+18,616
|
|
||
8
Xylem
XYL
$35.5B
| $18.7M | 2.63% |
144,268
+58,047
|
|
||
9
Trimble
TRMB
$18.4B
| $17.8M | 2.51% |
234,596
+97,348
|
|
||
10
Visa
V
$664B
| $17.7M | 2.5% |
49,953
+4,979
|
|
||
11
American Water Works
AWK
$28.1B
| $16.1M | 2.27% |
115,904
+36,126
|
|
||
12
American Express
AXP
$239B
| $15.8M | 2.23% |
49,506
+3,721
|
|
||
13
Bentley Systems
BSY
$15.6B
| $14.3M | 2.02% |
265,763
+90,166
|
|
||
14
Colgate-Palmolive
CL
$63.9B
| $11.9M | 1.68% |
131,019
+58,759
|
|
||
|
15
Badger Meter
BMI
$5.3B
| $11.9M | 1.67% |
48,417
+23,274
|
|
||
16
Stryker
SYK
$143B
| $11.4M | 1.61% |
28,779
+2,643
|
|
||
17
eBay
EBAY
$42B
| $11M | 1.56% |
148,333
+58,934
|
|
||
18
Cadence Design Systems
CDNS
$88.9B
| $10.7M | 1.5% |
34,591
+19,690
|
|
||
|
19
Sprouts Farmers Market
SFM
$10.9B
| $9.87M | 1.39% |
59,975
+34,536
|
|
||
20
Zoetis
ZTS
$63.8B
| $9.85M | 1.39% |
63,170
+31,949
|
|
||
21
Intuitive Surgical
ISRG
$160B
| $9.42M | 1.33% |
17,327
+3,060
|
|
||
22
IDEX
IEX
$12.5B
| $8.71M | 1.23% |
49,611
+24,314
|
|
||
23
Procter & Gamble
PG
$354B
| $8.61M | 1.21% |
54,012
+8,936
|
|
||
24
Linde
LIN
$211B
| $8.57M | 1.21% |
18,269
+4,536
|
|
||
25
First Solar
FSLR
$24.9B
| $8.03M | 1.13% |
48,511
+23,228
|
|