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
126
$265K 0.03%
858
+140
127
$261K 0.03%
2,646
+600
128
$247K 0.03%
6,604
+1,067
129
$239K 0.03%
7,250
+1,322
130
$237K 0.03%
1,532
+248
131
$233K 0.03%
1,452
+330
132
$210K 0.03%
887
+144
133
$201K 0.02%
7,941
+1,283
134
$199K 0.02%
1,636
+265
135
$195K 0.02%
1,704
+276
136
$193K 0.02%
6,513
+1,052
137
$184K 0.02%
6,309
+1,019
138
$184K 0.02%
8,919
+1,441
139
$183K 0.02%
1,211
+196
140
$181K 0.02%
901
+146
141
$180K 0.02%
9,038
+1,460
142
$179K 0.02%
1,058
+240
143
$178K 0.02%
688
+113
144
$178K 0.02%
1,035
+168
145
$175K 0.02%
2,802
+635
146
$175K 0.02%
3,973
+641
147
$173K 0.02%
+115
148
$168K 0.02%
4,351
+702
149
$166K 0.02%
397
+64
150
$165K 0.02%
2,013
+381