M
Mirova Portfolio holdings
AUM
$709M
1-Year Return
10.96%
This Quarter Return
+8.85%
1 Year Return
+10.96%
3 Year Return
+44.1%
5 Year Return
+108.38%
10 Year Return
–
AUM
$579M
AUM Growth
+$31.4M
(+5.7%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-2.06%
Top 10 Holdings %
Top 10 Hldgs %
53.21%
Holding
124
New
1
Increased
22
Reduced
38
Closed
4
Top Buys
| 1 |
Exponent
EXPO
|
$3.05M |
| 2 |
Trimble
TRMB
|
$2.64M |
| 3 |
Badger Meter
BMI
|
$2.56M |
| 4 |
Microsoft
MSFT
|
$2.51M |
| 5 |
International Flavors & Fragrances
IFF
|
$1.96M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
$3.91M |
| 2 |
NVIDIA
NVDA
|
$3.82M |
| 3 |
Tetra Tech
TTEK
|
$3.57M |
| 4 |
Accenture
ACN
|
$3.29M |
| 5 |
Brookfield Renewable
BEPC
|
$2.37M |
Sector Composition
| 1 | Technology | 31.79% |
| 2 | Healthcare | 26.34% |
| 3 | Industrials | 12.06% |
| 4 | Materials | 9.47% |
| 5 | Consumer Discretionary | 5.94% |
