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
$8.03B
AUM Growth
+$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$168M
2
+$56.8M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$11.2M
5
ECL icon
Ecolab
ECL
+$10.4M

Top Sells

1
+$104M
2
+$144K

Sector Composition

1 Technology 36.32%
2 Healthcare 18.95%
3 Industrials 13.44%
4 Consumer Discretionary 10.34%
5 Financials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$714M 8.88%
5,777,147
+19,827
2
$576M 7.17%
1,289,467
+25,119
3
$546M 6.8%
602,929
+12,634
4
$525M 6.54%
1,190,467
+23,241
5
$493M 6.13%
9,170,829
+189,505
6
$470M 5.85%
1,975,415
+43,553
7
$432M 5.38%
781,008
+16,189
8
$409M 5.09%
2,354,043
+13,751
9
$395M 4.92%
700,651
+14,501
10
$308M 3.83%
1,442,917
+28,180
11
$297M 3.69%
1,187,799
+27,486
12
$286M 3.56%
1,686,894
+34,120
13
$277M 3.45%
499,202
+9,708
14
$271M 3.38%
3,829,237
+67,250
15
$255M 3.17%
1,876,618
+36,013
16
$212M 2.64%
806,622
-396,163
17
$205M 2.55%
1,588,109
+32,764
18
$188M 2.34%
2,667,362
+48,393
19
$168M 2.09%
+2,134,680
20
$168M 2.09%
377,745
+7,933
21
$150M 1.86%
2,495,497
+13,320
22
$134M 1.67%
2,026,379
+34,600
23
$131M 1.63%
715,674
+15,462
24
$117M 1.46%
1,198,024
+23,536
25
$101M 1.25%
1,055,767
+22,324
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