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
101
$516K 0.06%
1,836
-14,373
102
$511K 0.06%
1,450
+234
103
$511K 0.06%
11,774
+1,898
104
$505K 0.06%
2,683
+557
105
$491K 0.06%
2,350
+1,100
106
$457K 0.05%
10,500
+5,500
107
$449K 0.05%
13,980
+2,559
108
$449K 0.05%
5,378
+868
109
$447K 0.05%
1,799
+291
110
$443K 0.05%
4,000
+1,300
111
$433K 0.05%
5,852
+944
112
$422K 0.05%
1,574
+290
113
$389K 0.05%
5,300
-500
114
$376K 0.04%
+10,500
115
$362K 0.04%
12,750
+2,000
116
$359K 0.04%
+1,250
117
$351K 0.04%
7,501
+3,000
118
$333K 0.04%
1,439
+233
119
$289K 0.03%
8,011
+1,293
120
$284K 0.03%
1,481
+240
121
$283K 0.03%
2,700
-500
122
$280K 0.03%
4,294
+972
123
$276K 0.03%
740
+103
124
$275K 0.03%
4,257
-14,462
125
$274K 0.03%
3,491
+667
3 4
5
6 7