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
$5.51B
AUM Growth
+$534M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$285M
2
+$49M
3
+$46.8M
4
EBAY icon
eBay
EBAY
+$18M
5
AGCO icon
AGCO
AGCO
+$16.1M

Top Sells

1
+$165M
2
+$90.9M
3
+$59.3M
4
DE icon
Deere & Co
DE
+$55.6M
5
DHR icon
Danaher
DHR
+$5.08M

Sector Composition

1 Technology 32.15%
2 Healthcare 18.38%
3 Consumer Discretionary 14.85%
4 Financials 12.26%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 0.21%
54,300
+10,435
27
$555K 0.01%
3,401
28
– –
-2,545
29
– –
-129,665
30
– –
-107,365
31
– –
-718,972
32
– –
-514,969
1
2