Mirova US

Latest statistics and disclosures from Mirova US's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are MSFT, MA, TMO, DHR, EBAY, and represent 37.34% of Mirova US's stock portfolio.
  • Added to shares of these 10 stocks: VZ (+$130M), ADBE (+$58M), NEE (+$57M), MA (+$32M), TMO (+$30M), EBAY (+$28M), DHR (+$26M), ECL (+$23M), V (+$21M), ROP (+$20M).
  • Started 1 new stock positions in VZ.
  • Reduced shares in these 3 stocks: , , AVLR.
  • Sold out of its positions in AVLR, ORCL, WM.
  • Mirova US was a net buyer of stock by $454M.
  • Mirova US has $5.2B in assets under management (AUM), dropping by -2.18%.
  • Central Index Key (CIK): 0001802900

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Portfolio Holdings for Mirova US

Companies in the Mirova US portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.2 $428M +4% 1.4M 308.32
Mastercard Incorporated Cl A (MA) 7.8 $408M +8% 1.1M 357.38
Thermo Fisher Scientific (TMO) 7.7 $399M +8% 675k 590.65
Danaher Corporation (DHR) 7.0 $364M +7% 1.2M 293.33
eBay (EBAY) 6.6 $345M +8% 6.0M 57.26
Ecolab (ECL) 5.7 $299M +8% 1.7M 176.56
Roper Industries (ROP) 5.4 $283M +7% 599k 472.23
Adobe Systems Incorporated (ADBE) 5.3 $276M +26% 606k 455.63
Visa Com Cl A (V) 5.0 $262M +8% 1.2M 221.77
NVIDIA Corporation (NVDA) 4.8 $252M +5% 923k 272.87
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.5 $235M +7% 2.3M 104.26
Eli Lilly & Co. (LLY) 4.4 $227M +8% 791k 286.37
Nextera Energy (NEE) 3.8 $197M +41% 2.3M 84.71
Signature Bank (SBNY) 3.4 $179M +7% 608k 293.50

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Ball Corporation (BLL) 2.8 $146M +8% 1.6M 90.00
Verizon Communications (VZ) 2.5 $130M NEW 2.5M 50.94
American Water Works (AWK) 2.5 $128M +5% 771k 165.53
Xylem (XYL) 2.0 $104M +7% 1.2M 85.28
Lauder Estee Cos Cl A (EL) 1.9 $100M +6% 366k 272.32
MercadoLibre (MELI) 1.9 $99M +9% 83k 1189.50
Intuitive Surgical Com New (ISRG) 1.9 $98M +5% 325k 301.68
Bright Horizons Fam Sol In D (BFAM) 1.6 $86M +7% 647k 132.69
Watts Water Technologies Cl A (WTS) 1.6 $85M +7% 610k 139.59
Sunrun (RUN) 1.5 $77M +8% 2.5M 30.37
First Solar (FSLR) 0.1 $3.5M 42k 83.73

Past Filings by Mirova US

SEC 13F filings are viewable for Mirova US going back to 2019