M
Mirova Portfolio holdings
AUM
$709M
1-Year Est. Return
10.96%
1 Year Est. Return
+10.96%
AUM
$709M
AUM Growth
+$153M
(+28%)
Holding
141
Top Buys
| 1 | +$7.51M | |
| 2 | +$7.4M | |
| 3 | +$6.07M | |
| 4 |
Badger Meter
BMI
|
+$5.7M |
| 5 |
Sprouts Farmers Market
SFM
|
+$5.69M |
Top Sells
| 1 | +$5.34M | |
| 2 | +$2.29M | |
| 3 | +$2M | |
| 4 |
Sunrun
RUN
|
+$1.92M |
| 5 |
Bright Horizons
BFAM
|
+$1.53M |
Sector Composition
| 1 | Technology | 35.01% |
| 2 | Healthcare | 17.43% |
| 3 | Industrials | 16.91% |
| 4 | Materials | 8.62% |
| 5 | Consumer Discretionary | 6.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Pentair
PNR
$17.8B
| $8.01M | 1.13% |
77,996
+54,149
|
|
||
27
Emerson Electric
EMR
$72.8B
| $7.87M | 1.11% |
59,054
+31,881
|
|
||
28
Union Pacific
UNP
$134B
| $7.09M | 1% |
30,803
+2,324
|
|
||
29
International Flavors & Fragrances
IFF
$16.3B
| $6.79M | 0.96% |
92,305
+10,323
|
|
||
30
ServiceNow
NOW
$188B
| $6.55M | 0.92% |
6,375
+385
|
|
||
31
Avery Dennison
AVY
$12.4B
| $6.39M | 0.9% |
36,404
+22,554
|
|
||
32
Salesforce
CRM
$231B
| $6.38M | 0.9% |
23,410
+4,552
|
|
||
33
Graphic Packaging
GPK
$5.09B
| $6.34M | 0.89% |
300,686
+149,713
|
|
||
34
Palo Alto Networks
PANW
$141B
| $6.27M | 0.88% |
30,648
+8,174
|
|
||
35
Workday
WDAY
$62.5B
| $6.09M | 0.86% |
25,377
+2,923
|
|
||
36
Roper Technologies
ROP
$54.3B
| $5.78M | 0.82% |
10,196
+3,553
|
|
||
37
EnerSys
ENS
$4.54B
| $5.47M | 0.77% |
63,735
+20,361
|
|
||
38
Trane Technologies
TT
$92.5B
| $5.38M | 0.76% |
12,304
-986
|
|
||
39
Itron
ITRI
$6B
| $5.25M | 0.74% |
39,854
+23,442
|
|
||
40
Tetra Tech
TTEK
$8.59B
| $5.21M | 0.73% |
144,829
+23,981
|
|
||
41
General Motors
GM
$55.6B
| $5.12M | 0.72% |
103,974
-29,995
|
|
||
|
42
Bright Horizons
BFAM
$5.72B
| $5.11M | 0.72% |
41,343
-12,412
|
|
||
43
GoDaddy
GDDY
$17.8B
| $5.09M | 0.72% |
28,245
+2,973
|
|
||
44
Quanta Services
PWR
$64.6B
| $5.08M | 0.72% |
13,431
+832
|
|
||
45
Mastercard
MA
$507B
| $4.97M | 0.7% |
8,842
+91
|
|
||
46
Estee Lauder
EL
$36.3B
| $4.63M | 0.65% |
57,357
+3,843
|
|
||
|
47
Sunrun
RUN
$4.5B
| $4.61M | 0.65% |
563,691
-234,438
|
|
||
48
lululemon athletica
LULU
$19.9B
| $4.41M | 0.62% |
18,571
+2,887
|
|
||
49
Veralto
VLTO
$25.5B
| $4.24M | 0.6% |
42,039
+16,611
|
|
||
50
Watts Water Technologies
WTS
$9.2B
| $4.2M | 0.59% |
17,089
+11,568
|
|