M
Mirova Portfolio holdings
AUM
$2.46B
1-Year Est. Return
11.42%
This Fund
S&P 500
1 Year Est. Return
+11.42%
AUM
$2.46B
AUM Growth
+$1.77B
(+255%)
Holding
185
Top Buys
| 1 | +$112M | |
| 2 | +$68.7M | |
| 3 | +$67.4M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$56.8M |
| 5 |
Cadence Design Systems
CDNS
|
+$56.3M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$7.86M | |
| 3 | +$6.29M | |
| 4 |
General Motors
GM
|
+$5.99M |
| 5 |
Estee Lauder
EL
|
+$5.58M |
Sector Composition
| 1 | Technology | 43.25% |
| 2 | Industrials | 24.31% |
| 3 | Healthcare | 13.09% |
| 4 | Communication Services | 3.77% |
| 5 | Consumer Discretionary | 3.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Autoliv
ALV
$9.55B
| $244K | 0.01% |
2,319
-379
|
|
||
177
Shopify
SHOP
$142B
| $74.8K | ﹤0.01% |
631
+224
|
|
||
178
Yeti Holdings
YETI
$3.59B
| $54K | ﹤0.01% |
1,475
|
|
||
179
LKQ Corp
LKQ
$6.43B
| $52.7K | ﹤0.01% |
1,794
|
|
||
180
Adobe
ADBE
$102B
| – | – |
-782
|
|
||
181
Bright Horizons
BFAM
$3.27B
| – | – |
-36,245
|
|
||
|
CYBR
182
DELISTED
CyberArk
CYBR
| – | – |
-9,982
|
|
||
|
183
Estee Lauder
EL
$30.2B
| – | – |
-53,289
|
|
||
184
International Flavors & Fragrances
IFF
$18.6B
| – | – |
-93,295
|
|
||
185
Workday
WDAY
$35.6B
| – | – |
-24,104
|
|