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
- Mirova US 2022 Q1 filed May 6, 2022
- Mirova US 2021 Q4 filed Feb. 14, 2022
- Mirova US 2021 Q3 filed Nov. 15, 2021
- Mirova US 2021 Q2 filed Aug. 16, 2021
- Mirova US 2021 Q1 filed May 17, 2021
- Mirova US 2020 Q4 filed Feb. 16, 2021
- Mirova US 2020 Q3 filed Nov. 16, 2020
- Mirova US 2020 Q2 filed Aug. 14, 2020
- Mirova US 2020 Q1 filed May 13, 2020
- Mirova US 2019 Q4 filed Feb. 14, 2020