MU

Mirova US Portfolio holdings

AUM $9.9B
1-Year Est. Return 17.74%
This Quarter Est. Return
1 Year Est. Return
+17.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$72.4M
2
+$70.1M
3
+$66.2M
4
DHR icon
Danaher
DHR
+$59.6M
5
ECL icon
Ecolab
ECL
+$51.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.6%
2 Healthcare 20.2%
3 Financials 18.7%
4 Utilities 9.03%
5 Materials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$820K 0.11%
+12,280
27
$55K 0.01%
+1,932
28
$25K ﹤0.01%
+1,301
29
$23K ﹤0.01%
+403
30
$21K ﹤0.01%
+570
31
$15K ﹤0.01%
+51
32
$14K ﹤0.01%
+109
1
2