MU

Mirova US Portfolio holdings

AUM $9.96B
1-Year Est. Return 25.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.44B
AUM Growth
+$802M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$157M
2 +$147M
3 +$98.4M
4
AWK icon
American Water Works
AWK
+$80.5M
5
VLTO icon
Veralto
VLTO
+$53M

Top Sells

1 +$264M
2 +$185M
3 +$98.7M
4
MA icon
Mastercard
MA
+$9.56M
5
MSFT icon
Microsoft
MSFT
+$9.01M

Sector Composition

1 Technology 33.18%
2 Healthcare 19.12%
3 Industrials 12.43%
4 Financials 12.07%
5 Consumer Discretionary 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$68.2M 0.92%
563,797
-9,973
27
$9.03M 0.12%
53,498
28
-674,940