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
$8.72B
AUM Growth
+$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$124M
3
+$121M
4
EW icon
Edwards Lifesciences
EW
+$72.7M
5
DHR icon
Danaher
DHR
+$61M

Top Sells

1
+$131M
2
+$112M
3
+$52.8M
4
NVDA icon
NVIDIA
NVDA
+$48.5M

Sector Composition

1 Technology 35.39%
2 Healthcare 19.84%
3 Industrials 13.57%
4 Consumer Discretionary 9.58%
5 Financials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$123M 1.41%
1,863,132
+1,000,066
27
$119M 1.36%
1,063,326
+7,559
28
$118M 1.36%
1,207,188
+9,164
29
$66.2M 0.76%
585,488
+6,247
30
$54.1M 0.62%
+343,963
31
$15.2M 0.17%
60,916
+8,056
32
$1.06M 0.01%
+10,190
33
$616K 0.01%
+11,579
1
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