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
$755M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$13.6M
3
+$12.8M
4
V icon
Visa
V
+$11.4M
5
ECL icon
Ecolab
ECL
+$11.1M

Top Sells

1
+$10.6M
2
+$1.79M
3
+$1.07M
4
NVDA icon
NVIDIA
NVDA
+$188K
5
ISRG icon
Intuitive Surgical
ISRG
+$151K

Sector Composition

1 Technology 28.79%
2 Healthcare 21.26%
3 Financials 18.01%
4 Utilities 8.04%
5 Materials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-51
27
– –
-8,287
28
– –
-1,932
29
– –
-570
30
– –
-109
31
– –
-1,301
32
– –
-403
1
2