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
$2.29B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$71.2M
2
+$38.5M
3
+$38.2M
4
MA icon
Mastercard
MA
+$36.4M
5
EBAY icon
eBay
EBAY
+$34M

Top Sells

1
+$29.7M
2
+$4.99M
3
+$3.2M
4
ORA icon
Ormat Technologies
ORA
+$1.41M
5
XYL icon
Xylem
XYL
+$1.16M

Sector Composition

1 Technology 27.9%
2 Financials 19.51%
3 Healthcare 16.46%
4 Consumer Discretionary 10.92%
5 Materials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-469,932
1
2