Mirova US
Latest statistics and disclosures from Mirova US's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TMO, MSFT, MA, LLY, ECL, and represent 36.73% of Mirova US's stock portfolio.
- Added to shares of these 2 stocks: DE (+$72M), EW (+$65M).
- Started 2 new stock positions in EW, DE.
- Reduced shares in these 10 stocks: DHR (-$82M), TSM, MELI, TMO, RUN, BALL, MSFT, MA, LLY, NEE.
- Sold out of its positions in CL.
- Mirova US was a net buyer of stock by $26M.
- Mirova US has $4.3B in assets under management (AUM), dropping by -7.81%.
- Central Index Key (CIK): 0001802900
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Portfolio Holdings for Mirova US
Mirova US holds 29 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 8.4 | $361M | 712k | 507.19 | ||
| Microsoft Corporation (MSFT) | 8.0 | $342M | 1.5M | 232.91 | ||
| Mastercard Incorporated Cl A (MA) | 8.0 | $341M | 1.2M | 284.34 | ||
| Eli Lilly & Co. (LLY) | 6.3 | $271M | 838k | 323.35 | ||
| Ecolab (ECL) | 6.0 | $258M | 1.8M | 144.42 | ||
| eBay (EBAY) | 5.5 | $236M | 6.4M | 36.81 | ||
| Roper Industries (ROP) | 5.3 | $228M | 634k | 359.64 | ||
| Visa Com Cl A (V) | 5.2 | $222M | 1.3M | 177.65 | ||
| Danaher Corporation (DHR) | 5.0 | $216M | -27% | 835k | 258.29 | |
| Nextera Energy (NEE) | 4.5 | $193M | 2.5M | 78.41 | ||
| Adobe Systems Incorporated (ADBE) | 4.1 | $177M | 642k | 275.21 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.7 | $160M | -2% | 2.3M | 68.56 | |
| MercadoLibre (MELI) | 3.5 | $149M | -2% | 180k | 827.78 | |
| NVIDIA Corporation (NVDA) | 2.8 | $119M | 979k | 121.39 | ||
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| Xylem (XYL) | 2.6 | $113M | 1.3M | 87.36 | ||
| American Water Works (AWK) | 2.5 | $107M | 818k | 130.16 | ||
| Verizon Communications (VZ) | 2.4 | $102M | 2.7M | 37.97 | ||
| Signature Bank (SBNY) | 2.3 | $97M | 643k | 150.99 | ||
| Lauder Estee Cos Cl A (EL) | 2.0 | $84M | 387k | 215.90 | ||
| Watts Water Technologies Cl A (WTS) | 1.9 | $81M | 646k | 125.73 | ||
| Ball Corporation (BALL) | 1.9 | $81M | -2% | 1.7M | 48.32 | |
| Deere & Company (DE) | 1.7 | $72M | NEW | 215k | 333.89 | |
| Sunrun (RUN) | 1.7 | $71M | -3% | 2.6M | 27.59 | |
| Edwards Lifesciences (EW) | 1.5 | $65M | NEW | 784k | 82.63 | |
| Intuitive Surgical Com New (ISRG) | 1.5 | $65M | 345k | 187.44 | ||
| Bright Horizons Fam Sol In D (BFAM) | 0.9 | $40M | 685k | 57.65 | ||
| SVB Financial (SIVB) | 0.6 | $27M | 82k | 335.75 | ||
| First Solar (FSLR) | 0.1 | $5.8M | 44k | 132.26 | ||
| Waste Management (WM) | 0.0 | $514k | -13% | 3.2k | 159.93 | |
Past Filings by Mirova US
SEC 13F filings are viewable for Mirova US going back to 2019
- Mirova US 2022 Q3 filed Nov. 3, 2022
- Mirova US 2022 Q2 filed July 28, 2022
- 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