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|
|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|
|NVIDIA Corporation (NVDA)||2.8||$119M||979k||121.39|
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|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|
|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