M
Mirova Portfolio holdings
AUM
$694M
1-Year Est. Return
14.75%
This Fund
S&P 500
1 Year Est. Return
+14.75%
AUM
$707M
AUM Growth
-$1.37M
(-0.19%)
Holding
124
Top Buys
| 1 | +$16.1M | |
| 2 | +$4.53M | |
| 3 | +$4.52M | |
| 4 |
Danaher
DHR
|
+$3.3M |
| 5 |
Flex
FLEX
|
+$2.98M |
Top Sells
| 1 | +$55.1M | |
| 2 | +$5M | |
| 3 | +$3.18M | |
| 4 |
Oracle
ORCL
|
+$2.43M |
| 5 |
Ecolab
ECL
|
+$2M |
Sector Composition
| 1 | Technology | 40.06% |
| 2 | Industrials | 18.98% |
| 3 | Healthcare | 10.01% |
| 4 | Materials | 8.82% |
| 5 | Consumer Discretionary | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bright Horizons
BFAM
$4.26B
| $4.53M | 0.64% |
41,728
+385
|
|
||
52
Trane Technologies
TT
$93.7B
| $4.44M | 0.63% |
10,523
-1,781
|
|
||
53
MP Materials
MP
$10.3B
| $4.22M | 0.6% |
62,968
+25,071
|
|
||
54
Planet Labs
PL
$8.62B
| $4.16M | 0.59% |
320,462
+51,685
|
|
||
|
55
Danaher
DHR
$138B
| $3.97M | 0.56% |
20,049
+16,590
|
|
||
56
Weyerhaeuser
WY
$17.7B
| $3.69M | 0.52% |
148,874
+29,147
|
|
||
57
Mettler-Toledo International
MTD
$24.6B
| $3.68M | 0.52% |
2,997
+137
|
|
||
58
GoDaddy
GDDY
$12.5B
| $3.35M | 0.47% |
24,511
-3,734
|
|
||
59
PTC
PTC
$19.4B
| $3.25M | 0.46% |
16,022
+522
|
|
||
60
Verizon
VZ
$216B
| $3.01M | 0.43% |
68,534
+23,405
|
|
||
|
TPC
61
Tutor Perini Cor
TPC
$3.84B
| $2.92M | 0.41% |
44,544
-10,397
|
|
||
62
lululemon athletica
LULU
$20B
| $2.82M | 0.4% |
15,827
-2,744
|
|
||
63
Monolithic Power Systems
MPWR
$50.3B
| $2.81M | 0.4% |
3,055
+288
|
|
||
64
Hubbell
HUBB
$25.1B
| $2.67M | 0.38% |
6,202
+1,202
|
|
||
65
Brookfield Renewable
BEPC
$7.23B
| $2.43M | 0.34% |
70,541
+2,298
|
|
||
66
Nextpower Inc
NXT
$15.1B
| $2.38M | 0.34% |
+32,196
|
|
||
67
Vital Farms
VITL
$891M
| $2.23M | 0.31% |
54,111
-5,641
|
|
||
68
Boston Scientific
BSX
$106B
| $1.97M | 0.28% |
20,194
|
|
||
69
Trex
TREX
$3.97B
| $1.97M | 0.28% |
38,116
+1,673
|
|
||
70
Exponent
EXPO
$3.59B
| $1.82M | 0.26% |
26,245
-3,411
|
|
||
71
Pinterest
PINS
$13.3B
| $1.81M | 0.26% |
+56,145
|
|
||
72
Keysight
KEYS
$46.8B
| $1.72M | 0.24% |
+9,820
|
|
||
73
Abbott
ABT
$190B
| $1.7M | 0.24% |
12,671
|
|
||
74
ON Semiconductor
ON
$22.4B
| $1.49M | 0.21% |
30,192
+984
|
|
||
75
Embecta
EMBC
$537M
| $1.45M | 0.21% |
103,010
|
|