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
-$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$71.8M
2 +$64.7M

Top Sells

1 +$82M
2 +$3.59M
3 +$3.19M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.01M
5
RUN icon
Sunrun
RUN
+$2.82M

Sector Composition

1 Technology 25.75%
2 Healthcare 22.82%
3 Financials 16.06%
4 Consumer Discretionary 11.79%
5 Utilities 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$39.5M 0.92%
684,806
-2,995
27
$27.4M 0.64%
81,526
-403
28
$5.77M 0.13%
43,650
-141
29
$514K 0.01%
3,214
-514
30
-2,592