MU

Mirova US Portfolio holdings

AUM $9.66B
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.42B
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$31.4M
3
+$30.7M
4
MSFT icon
Microsoft
MSFT
+$20.8M
5
NVDA icon
NVIDIA
NVDA
+$20.6M

Top Sells

1
+$72M

Sector Composition

1 Technology 35.29%
2 Healthcare 18%
3 Industrials 13.77%
4 Consumer Discretionary 10.78%
5 Financials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
26
TJX Companies
TJX
$159B
$124M 1.48%
1,020,491
+35,396
FSLR icon
27
First Solar
FSLR
$25.5B
$113M 1.34%
894,616
+248,306
AGCO icon
28
AGCO
AGCO
$8.13B
$112M 1.33%
1,213,995
+41,614
VLTO icon
29
Veralto
VLTO
$25.3B
$104M 1.24%
1,068,326
+36,201
WMS icon
30
Advanced Drainage Systems
WMS
$10.9B
$75M 0.89%
690,435
+282,847
ENPH icon
31
Enphase Energy
ENPH
$4.91B
$68.1M 0.81%
1,096,831
+528,002
CL icon
32
Colgate-Palmolive
CL
$63.1B
$1.51M 0.02%
16,111
+4,262
JCI icon
33
Johnson Controls International
JCI
$71.6B
$1.16M 0.01%
14,455
+3,824
CSCO icon
34
Cisco
CSCO
$273B
$1.13M 0.01%
18,315
+4,848
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