MU

Mirova US Portfolio holdings

AUM $9.96B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.96B
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$211M
3
+$136M
4
BSX icon
Boston Scientific
BSX
+$134M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.55M

Top Sells

1
+$237M
2
+$206M
3
+$132M
4
AWK icon
American Water Works
AWK
+$113M
5
ECL icon
Ecolab
ECL
+$103M

Sector Composition

1 Technology 40.54%
2 Healthcare 17.09%
3 Industrials 15.17%
4 Consumer Discretionary 10.72%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BALL icon
26
Ball Corp
BALL
$17.8B
$133M 1.34%
2,516,026
-55,215
BSX icon
27
Boston Scientific
BSX
$113B
$131M 1.31%
+1,370,029
WTS icon
28
Watts Water Technologies
WTS
$10.9B
$127M 1.28%
460,428
-11,394
VRT icon
29
Vertiv
VRT
$93.5B
$127M 1.27%
+781,858
AGCO icon
30
AGCO
AGCO
$9.92B
$121M 1.22%
1,164,618
-41,923
VLTO icon
31
Veralto
VLTO
$24.1B
$105M 1.05%
1,052,890
-31,558
AWK icon
32
American Water Works
AWK
$26.4B
$102M 1.02%
781,818
-844,835
WMS icon
33
Advanced Drainage Systems
WMS
$13.1B
$95.7M 0.96%
660,992
-20,405
ROP icon
34
Roper Technologies
ROP
$36.4B
$86.2M 0.87%
193,763
-511,732
NDAQ icon
35
Nasdaq
NDAQ
$50.1B
$8.32M 0.08%
85,671
+7,499
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$3.67T
$6.08M 0.06%
+19,424
JCI icon
37
Johnson Controls International
JCI
$89B
$5.27M 0.05%
44,049
+7,056
AAPL icon
38
Apple
AAPL
$3.87T
$4.19M 0.04%
+15,420
INTU icon
39
Intuit
INTU
$121B
$3.83M 0.04%
5,775
+924
ES icon
40
Eversource Energy
ES
$27.9B
$3.64M 0.04%
54,037
-3,271
AMZN icon
41
Amazon
AMZN
$2.24T
$3.5M 0.04%
+15,144
CL icon
42
Colgate-Palmolive
CL
$78B
$2.68M 0.03%
33,928
+5,434
META icon
43
Meta Platforms (Facebook)
META
$1.66T
$2.51M 0.03%
+3,798
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