M
Mirova Portfolio holdings
AUM
$707M
1-Year Est. Return
8.28%
1 Year Est. Return
+8.28%
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 | |
|---|---|---|---|---|---|---|
51
CyberArk
CYBR
$22.9B
| $4.02M | 0.57% |
9,877
+638
|
|
||
52
Flex
FLEX
$24B
| $3.79M | 0.54% |
75,958
-8,502
|
|
||
53
TJX Companies
TJX
$175B
| $3.5M | 0.49% |
28,326
+12,572
|
|
||
54
Mettler-Toledo International
MTD
$29.8B
| $3.36M | 0.47% |
2,860
+1,004
|
|
||
55
NextEra Energy
NEE
$174B
| $3.26M | 0.46% |
47,014
-2,758
|
|
||
56
Chipotle Mexican Grill
CMG
$52.8B
| $3.25M | 0.46% |
57,929
-10,601
|
|
||
57
Weyerhaeuser
WY
$19.5B
| $3.08M | 0.43% |
119,727
+24,257
|
|
||
58
PTC
PTC
$19.8B
| $2.67M | 0.38% |
15,500
+9,172
|
|
||
|
TPC
59
Tutor Perini Cor
TPC
$3.96B
| $2.57M | 0.36% |
54,941
-16,497
|
|
||
60
Oracle
ORCL
$549B
| $2.43M | 0.34% |
11,130
-2,021
|
|
||
61
Vital Farms
VITL
$1.31B
| $2.3M | 0.32% |
59,752
+43,287
|
|
||
62
Brookfield Renewable
BEPC
$7.09B
| $2.24M | 0.32% |
68,243
|
|
||
63
Exponent
EXPO
$3.72B
| $2.22M | 0.31% |
29,656
-26,721
|
|
||
64
Core & Main
CNM
$11B
| $2.17M | 0.31% |
36,026
+3,841
|
|
||
65
Boston Scientific
BSX
$131B
| $2.17M | 0.31% |
20,194
-2,136
|
|
||
66
Hubbell
HUBB
$26B
| $2.04M | 0.29% |
+5,000
|
|
||
67
Monolithic Power Systems
MPWR
$49.5B
| $2.02M | 0.29% |
2,767
-302
|
|
||
68
Trex
TREX
$4.69B
| $1.98M | 0.28% |
36,443
+12,222
|
|
||
69
Verizon
VZ
$164B
| $1.95M | 0.28% |
45,129
-11,586
|
|
||
70
Vertiv
VRT
$67.6B
| $1.93M | 0.27% |
15,000
+5,000
|
|
||
71
Bank of New York Mellon
BK
$83.5B
| $1.79M | 0.25% |
19,684
+2,522
|
|
||
72
Zurn Elkay Water Solutions
ZWS
$7.91B
| $1.77M | 0.25% |
48,509
|
|
||
73
Abbott
ABT
$212B
| $1.72M | 0.24% |
+12,671
|
|
||
74
Pfizer
PFE
$146B
| $1.66M | 0.23% |
68,408
-3,807
|
|
||
75
Planet Labs
PL
$9.03B
| $1.64M | 0.23% |
268,777
+181,091
|
|