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
$704M
AUM Growth
-$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.94M
3
+$2.93M
4
SHLS icon
Shoals Technologies Group
SHLS
+$2.77M
5
NVDA icon
NVIDIA
NVDA
+$2.68M

Top Sells

1
+$1.84M
2
+$1.6M
3
+$1.57M
4
LUMN icon
Lumen
LUMN
+$1.56M
5
INTC icon
Intel
INTC
+$1.44M

Sector Composition

1 Healthcare 32.71%
2 Technology 23.64%
3 Materials 14.01%
4 Financials 7.16%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$175M 24.9%
322,549
+257
2
$94.3M 13.41%
613,466
+3,128
3
$48M 6.82%
2,053,868
+125,717
4
$21.2M 3.01%
82,545
-211
5
$20.5M 2.91%
257,343
-6,152
6
$16.9M 2.4%
53,439
+1,798
7
$14.4M 2.05%
44,386
+2,584
8
$11.2M 1.59%
737,860
+176,990
9
$10.4M 1.48%
69,785
+3,588
10
$10.2M 1.45%
27,958
+6,427
11
$9.03M 1.28%
58,996
+19,128
12
$8.98M 1.28%
45,629
+1,742
13
$8.62M 1.22%
111,233
+2,578
14
$8.38M 1.19%
39,291
+7,668
15
$6.96M 0.99%
166,929
+7,830
16
$6.79M 0.97%
26,677
+2,630
17
$6.57M 0.93%
29,247
-2,351
18
$6.22M 0.88%
31,845
+12,230
19
$5.9M 0.84%
73,612
+13,908
20
$5.62M 0.8%
28,005
+6,957
21
$4.98M 0.71%
30,178
+14,842
22
$4.71M 0.67%
11,938
+229
23
$4.35M 0.62%
19,398
+5,379
24
$4.33M 0.62%
51,275
+8,824
25
$4.21M 0.6%
21,187
+2,470
1
2 3 4 5