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
$838M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$35.5M
3
+$27.7M
4
RUN icon
Sunrun
RUN
+$19.1M
5
ECL icon
Ecolab
ECL
+$6.21M

Top Sells

1
+$41.6M
2
+$23.4M
3
+$10.6M
4
DHR icon
Danaher
DHR
+$9.1M
5
APD icon
Air Products & Chemicals
APD
+$4.04M

Sector Composition

1 Technology 35.71%
2 Healthcare 22.14%
3 Materials 16.42%
4 Industrials 11.42%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$933K 0.11%
20,854
-523,165
77
$900K 0.11%
4,547
+853
78
$891K 0.11%
16,125
+2,814
79
$873K 0.1%
375
+70
80
$851K 0.1%
37,227
+6,641
81
$841K 0.1%
4,215
-45,617
82
$833K 0.1%
6,953
+1,229
83
$810K 0.1%
5,984
+965
84
$776K 0.09%
12,306
+1,673
85
$770K 0.09%
9,816
+1,752
86
$767K 0.09%
7,243
+1,267
87
$767K 0.09%
3,447
+477
88
$760K 0.09%
4,023
+772
89
$739K 0.09%
1,562
+216
90
$732K 0.09%
5,480
+1,000
91
$645K 0.08%
460
+81
92
$632K 0.08%
9,896
+1,906
93
$623K 0.07%
7,798
+1,258
94
$587K 0.07%
5,427
+876
95
$563K 0.07%
8,502
+1,448
96
$556K 0.07%
7,084
+1,284
97
$551K 0.07%
1,473
+237
98
$544K 0.06%
883
+141
99
$544K 0.06%
7,000
+3,100
100
$520K 0.06%
8,750
+1,590
2 3
4
5 6