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
$4.98B
AUM Growth
+$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$147M
2 +$93.6M
3 +$85.8M
4
EBAY icon
eBay
EBAY
+$75.7M
5
TMO icon
Thermo Fisher Scientific
TMO
+$9.03M

Top Sells

1 +$72.3M
2 +$61.7M
3 +$36.6M
4
MA icon
Mastercard
MA
+$24.7M
5
V icon
Visa
V
+$18.4M

Sector Composition

1 Technology 27.02%
2 Healthcare 20.33%
3 Financials 17.25%
4 Consumer Discretionary 11.34%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$59.3M 1.19%
514,969
-128,154
27
$55.6M 1.12%
129,665
-85,369
28
$44.3M 0.89%
701,762
+16,956
29
$6.57M 0.13%
43,865
+215
30
$534K 0.01%
3,401
+187
31
$201K ﹤0.01%
+2,545