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
$6.64B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$163M
2 +$107M
3 +$68M
4
BALL icon
Ball Corp
BALL
+$47.9M
5
VLTO icon
Veralto
VLTO
+$32.5M

Top Sells

1 +$96.1M
2 +$61.9M
3 +$52.2M
4
DHR icon
Danaher
DHR
+$36.4M
5
ADBE icon
Adobe
ADBE
+$7.15M

Sector Composition

1 Technology 33.98%
2 Healthcare 18.53%
3 Financials 12.43%
4 Consumer Discretionary 11.8%
5 Industrials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$32.5M 0.49%
+394,768
27
$9.22M 0.14%
53,498
-877
28
-2,966,349