M

Mirova Portfolio holdings

AUM $709M
1-Year Est. Return 10.96%
This Quarter Est. Return
1 Year Est. Return
+10.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.6M
3
+$1.33M
4
CSCO icon
Cisco
CSCO
+$1.28M
5
PTC icon
PTC
PTC
+$930K

Top Sells

1
+$5.18M
2
+$1.98M
3
+$1.96M
4
ACN icon
Accenture
ACN
+$1.39M
5
ECL icon
Ecolab
ECL
+$1.39M

Sector Composition

1 Technology 30.6%
2 Healthcare 23.47%
3 Industrials 14.08%
4 Materials 9.95%
5 Consumer Discretionary 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$231B
$5.06M 0.91%
18,858
+1,016
MA icon
27
Mastercard
MA
$507B
$4.8M 0.86%
8,751
-1,077
BMI icon
28
Badger Meter
BMI
$5.3B
$4.78M 0.86%
25,143
-210
NOW icon
29
ServiceNow
NOW
$188B
$4.77M 0.86%
5,990
+242
RUN icon
30
Sunrun
RUN
$4.5B
$4.68M 0.84%
798,129
+227,667
IEX icon
31
IDEX
IEX
$12.5B
$4.58M 0.82%
25,297
-354
EXPO icon
32
Exponent
EXPO
$3.41B
$4.57M 0.82%
56,377
GDDY icon
33
GoDaddy
GDDY
$17.8B
$4.55M 0.82%
25,272
+1,234
TT icon
34
Trane Technologies
TT
$92.5B
$4.48M 0.81%
13,290
-5,828
LULU icon
35
lululemon athletica
LULU
$19.9B
$4.44M 0.8%
15,684
+33
ENS icon
36
EnerSys
ENS
$4.54B
$3.97M 0.71%
43,374
+17,748
GPK icon
37
Graphic Packaging
GPK
$5.09B
$3.92M 0.71%
150,973
-1,878
ROP icon
38
Roper Technologies
ROP
$54.3B
$3.92M 0.7%
6,643
-21
SFM icon
39
Sprouts Farmers Market
SFM
$10.9B
$3.88M 0.7%
25,439
-292
PANW icon
40
Palo Alto Networks
PANW
$141B
$3.83M 0.69%
22,474
+1,440
CDNS icon
41
Cadence Design Systems
CDNS
$88.9B
$3.79M 0.68%
14,901
+2,337
TTEK icon
42
Tetra Tech
TTEK
$8.59B
$3.53M 0.64%
120,848
-862
EL icon
43
Estee Lauder
EL
$36.3B
$3.53M 0.64%
53,514
+3,097
NEE icon
44
NextEra Energy
NEE
$174B
$3.53M 0.63%
49,772
+254
CMG icon
45
Chipotle Mexican Grill
CMG
$56.1B
$3.44M 0.62%
68,530
-649
PWR icon
46
Quanta Services
PWR
$64.6B
$3.2M 0.58%
12,599
+1,582
FSLR icon
47
First Solar
FSLR
$24.9B
$3.2M 0.58%
25,283
CYBR icon
48
CyberArk
CYBR
$24.8B
$3.12M 0.56%
9,239
+500
EMR icon
49
Emerson Electric
EMR
$72.8B
$2.98M 0.54%
27,173
+8,192
WY icon
50
Weyerhaeuser
WY
$17B
$2.8M 0.5%
95,470
-1,014
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