M
Mirova Portfolio holdings
AUM
$707M
1-Year Est. Return
8.28%
1 Year Est. Return
+8.28%
AUM
$709M
AUM Growth
+$153M
(+28%)
Holding
141
Top Buys
| 1 | +$7.51M | |
| 2 | +$7.4M | |
| 3 | +$6.07M | |
| 4 |
Badger Meter
BMI
|
+$5.7M |
| 5 |
Sprouts Farmers Market
SFM
|
+$5.69M |
Top Sells
| 1 | +$5.34M | |
| 2 | +$2.29M | |
| 3 | +$2M | |
| 4 |
Sunrun
RUN
|
+$1.92M |
| 5 |
Bright Horizons
BFAM
|
+$1.53M |
Sector Composition
| 1 | Technology | 35.01% |
| 2 | Healthcare | 17.43% |
| 3 | Industrials | 16.91% |
| 4 | Materials | 8.62% |
| 5 | Consumer Discretionary | 6.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CSX Corp
CSX
$67.5B
| – | – |
-6,578
|
|
||
127
Darling Ingredients
DAR
$6.26B
| – | – |
-1,808
|
|
||
128
Dover
DOV
$28.3B
| – | – |
-460
|
|
||
129
Greif
GEF
$4.16B
| – | – |
-8,228
|
|
||
130
Hain Celestial
HAIN
$110M
| – | – |
-9,366
|
|
||
131
Merck
MRK
$270B
| – | – |
-3,255
|
|
||
132
Norfolk Southern
NSC
$65.2B
| – | – |
-701
|
|
||
133
Nucor
NUE
$39.9B
| – | – |
-733
|
|
||
134
Omnicom Group
OMC
$25.1B
| – | – |
-7,954
|
|
||
135
Otis Worldwide
OTIS
$35.1B
| – | – |
-4,324
|
|
||
136
ResMed
RMD
$37.6B
| – | – |
-416
|
|
||
137
Sensata Technologies
ST
$5.11B
| – | – |
-13,326
|
|
||
138
Steel Dynamics
STLD
$25.3B
| – | – |
-1,024
|
|
||
139
Waters Corp
WAT
$23.1B
| – | – |
-177
|
|
||
140
West Pharmaceutical
WST
$18.7B
| – | – |
-155
|
|
||
|
SW
141
Smurfit Westrock
SW
$22.3B
| – | – |
-3,143
|
|