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