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
$747M
AUM Growth
-$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$7.73M
3
+$7.64M
4
DHR icon
Danaher
DHR
+$7.26M
5
EBAY icon
eBay
EBAY
+$6.82M

Top Sells

1
+$34.3M
2
+$27.6M
3
+$11.4M
4
ITRI icon
Itron
ITRI
+$3.96M
5
TMO icon
Thermo Fisher Scientific
TMO
+$3.82M

Sector Composition

1 Healthcare 32.39%
2 Technology 25.03%
3 Materials 15.3%
4 Financials 7.88%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$886K 0.12%
17,855
-384
102
$851K 0.11%
7,556
-446
103
$774K 0.1%
4,572
-2
104
$756K 0.1%
370
-2
105
$741K 0.1%
50,701
-29
106
$729K 0.1%
4,283
-142
107
$726K 0.1%
5,836
-101
108
$714K 0.1%
3,868
-63
109
$714K 0.1%
3,330
-3
110
$674K 0.09%
14,885
-8
111
$656K 0.09%
13,960
-9
112
$651K 0.09%
8,365
-158
113
$613K 0.08%
16,391
-324
114
$604K 0.08%
815
-12
115
$574K 0.08%
2,376
-3
116
$574K 0.08%
4,416
-3
117
$574K 0.08%
10,680
-170
118
$521K 0.07%
2,492
-47
119
$511K 0.07%
+3,500
120
$488K 0.07%
1,712
-31
121
$481K 0.06%
+405
122
$474K 0.06%
1,900
-38
123
$472K 0.06%
677
-11
124
$467K 0.06%
2,056
-2
125
$461K 0.06%
5,293
-4
3 4
5
6 7