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
$4.28B
AUM Growth
+$556M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$36.3M
3
+$34.7M
4
DHR icon
Danaher
DHR
+$33M
5
MA icon
Mastercard
MA
+$31.2M

Top Sells

1
+$1.81M
2
+$1.11M
3
+$660K
4
WM icon
Waste Management
WM
+$454K

Sector Composition

1 Technology 31.97%
2 Healthcare 20%
3 Financials 15.02%
4 Consumer Discretionary 11.68%
5 Materials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.03%
8,540
-3,044
27
$726K 0.02%
+4,155
28
– –
-8,880
29
– –
-26,097
1
2