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
$5.32B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$102M
3
+$80.1M
4
RUN icon
Sunrun
RUN
+$76.6M
5
ECL icon
Ecolab
ECL
+$59.3M

Top Sells

1
+$234M
2
+$54.4M
3
+$15.3M

Sector Composition

1 Technology 31.87%
2 Healthcare 20.8%
3 Financials 14.96%
4 Consumer Discretionary 12.95%
5 Materials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.03%
10,713
+2,173
27
$1.38M 0.03%
10,707
+6,552
28
– –
-1,753,760
1
2