M
Mirova Portfolio holdings
AUM
$709M
This Quarter Return
+1.18%
1 Year Return
+10.96%
3 Year Return
+44.1%
5 Year Return
+108.38%
10 Year Return
–
AUM
$547M
AUM Growth
+$547M
(-3.1%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
3.46%
Top 10 Holdings %
Top 10 Hldgs %
54.64%
Holding
151
New
16
Increased
34
Reduced
28
Closed
28
Top Buys
| 1 |
Accenture
ACN
|
$6.23M |
| 2 |
Procter & Gamble
PG
|
$5.13M |
| 3 |
Palo Alto Networks
PANW
|
$3.44M |
| 4 |
NextEra Energy, Inc.
NEE
|
$3.1M |
| 5 |
Verizon
VZ
|
$3M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
$27.2M |
| 2 |
SRCL
Stericycle Inc
SRCL
|
$2.5M |
| 3 |
American Tower
AMT
|
$2.45M |
| 4 |
Adobe
ADBE
|
$2.33M |
| 5 |
Autodesk
ADSK
|
$2.06M |
Sector Composition
| 1 | Technology | 30.9% |
| 2 | Healthcare | 26.54% |
| 3 | Industrials | 11.89% |
| 4 | Materials | 9.03% |
| 5 | Consumer Discretionary | 6.71% |