Mirova
Latest statistics and disclosures from Mirova's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TMO, ECL, RUN, MSFT, GIB, and represent 53.97% of Mirova's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$10M), MA (+$8.4M), ECL (+$8.2M), RUN (+$7.7M), DHR (+$7.6M), EBAY (+$7.5M), ROP (+$5.5M), V (+$5.5M), ISRG, ADBE.
- Started 46 new stock positions in WRK, TSM, WY, GLW, MU, CCI, SBNY, ADP, CBRE, AGCO.
- Reduced shares in these 10 stocks: BLDP (-$35M), Cree (-$29M), GOOG (-$14M), ENPH (-$11M), FSLR (-$11M), GOOGL, IP, ITRI, HD, MET.
- Sold out of its positions in ABT, APD, AKAM, GOOG, GOOGL, APH, ADI, ANTM, ATO, BIIB.
- Mirova was a net buyer of stock by $16M.
- Mirova has $747M in assets under management (AUM), dropping by -3.87%.
- Central Index Key (CIK): 0001767843
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Portfolio Holdings for Mirova
Companies in the Mirova portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Thermo Fisher Scientific Common Stock (TMO) | 25.5 | $190M | 322k | 590.65 | ||
| Ecolab Common Stock (ECL) | 14.4 | $108M | +8% | 610k | 176.56 | |
| Sunrun Common Stock (RUN) | 7.8 | $59M | +15% | 1.9M | 30.37 | |
| Microsoft Corp Common Stock (MSFT) | 3.4 | $26M | +65% | 83k | 308.30 | |
| Cgi Common Stock (GIB) | 2.8 | $21M | -3% | 264k | 79.73 | |
| Mastercard Incorporated Common Stock (MA) | 2.5 | $19M | +82% | 52k | 357.37 | |
| Nvidia Corporation Common Stock (NVDA) | 2.0 | $15M | +33% | 56k | 272.84 | |
| Lilly Eli & Co Common Stock (LLY) | 1.6 | $12M | +34% | 42k | 286.35 | |
| American Wtr Wks Common Stock (AWK) | 1.5 | $11M | +26% | 66k | 165.52 | |
| Adobe Systems Incorporated Common Stock (ADBE) | 1.3 | $9.8M | +74% | 22k | 455.58 | |
| Visa Common Stock (V) | 1.3 | $9.7M | +131% | 44k | 221.75 | |
| Nextera Energy Common Stock (NEE) | 1.2 | $9.2M | +49% | 109k | 84.71 | |
| Ebay Common Stock (EBAY) | 1.2 | $9.1M | +468% | 159k | 57.26 | |
| Union Pac Corp Common Stock (UNP) | 1.2 | $8.6M | +5% | 32k | 273.19 | |
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| Danaher Corporation Common Stock (DHR) | 1.1 | $8.2M | +1348% | 28k | 293.30 | |
| Lauder Estee Cos Common Stock (EL) | 0.9 | $6.5M | +32% | 24k | 272.30 | |
| Intuitive Surgical Common Stock (ISRG) | 0.8 | $6.3M | +318% | 21k | 301.64 | |
| Waste Mgmt Inc Del Common Stock (WM) | 0.8 | $6.3M | 40k | 158.50 | ||
| Bright Horizons Fam Sol In D Common Stock (BFAM) | 0.8 | $5.6M | +86% | 43k | 132.67 | |
| American Express Common Stock (AXP) | 0.8 | $5.6M | +38% | 30k | 186.97 | |
| Roper Technologies Common Stock (ROP) | 0.7 | $5.5M | NEW | 12k | 472.20 | |
| Tesla Common Stock (TSLA) | 0.7 | $5.0M | +216% | 4.7k | 1077.47 | |
| Stryker Corporation Common Stock (SYK) | 0.7 | $5.0M | +12% | 19k | 267.30 | |
| Colgate Palmolive Common Stock (CL) | 0.6 | $4.5M | +41% | 60k | 75.82 | |
| Bristol-myers Squibb Common Stock (BMY) | 0.6 | $4.5M | +323% | 61k | 73.02 | |
| Nextera Energy Partners Common Stock (NEP) | 0.6 | $4.4M | +16% | 52k | 83.34 | |
| Itron Common Stock (ITRI) | 0.6 | $4.3M | -40% | 81k | 52.68 | |
| Hca Healthcare Common Stock (HCA) | 0.5 | $4.0M | +388% | 16k | 250.62 | |
| General Mtrs Common Stock (GM) | 0.5 | $4.0M | +13% | 91k | 43.73 | |
| Enphase Energy Common Stock (ENPH) | 0.5 | $4.0M | -73% | 20k | 201.73 | |
| International Flavors&fragra Common Stock (IFF) | 0.5 | $3.9M | +59% | 30k | 131.32 | |
| Hartford Finl Svcs Group Common Stock (HIG) | 0.5 | $3.8M | +177% | 53k | 71.80 | |
| Procter And Gamble Common Stock (PG) | 0.5 | $3.7M | -6% | 24k | 152.77 | |
| Godaddy Common Stock (GDDY) | 0.5 | $3.6M | +3% | 43k | 83.69 | |
| Plug Power Common Stock (PLUG) | 0.5 | $3.4M | +70% | 120k | 28.61 | |
| Splunk Common Stock (SPLK) | 0.5 | $3.4M | -3% | 23k | 148.58 | |
| Signature Bk New York N Y Common Stock (SBNY) | 0.5 | $3.4M | NEW | 12k | 293.47 | |
| Salesforce Common Stock (CRM) | 0.4 | $3.3M | +6% | 15k | 212.31 | |
| Hannon Armstrong Sust Infr C Common Stock (HASI) | 0.4 | $3.1M | +44% | 64k | 47.42 | |
| Xylem Common Stock (XYL) | 0.4 | $2.8M | +345% | 33k | 85.25 | |
| Ball Corp Common Stock (BLL) | 0.4 | $2.8M | +1793% | 31k | 89.99 | |
| Ansys Common Stock (ANSS) | 0.4 | $2.6M | -24% | 8.3k | 317.63 | |
| Array Technologies Common Stock (ARRY) | 0.3 | $2.6M | +44% | 228k | 11.27 | |
| News Corp Common Stock (NWSA) | 0.3 | $2.5M | +1208% | 114k | 22.14 | |
| Lululemon Athletica Common Stock (LULU) | 0.3 | $2.5M | +31% | 6.8k | 365.22 | |
| Schwab Charles Corp Common Stock (SCHW) | 0.3 | $2.5M | NEW | 29k | 84.28 | |
| Ally Finl Common Stock (ALLY) | 0.3 | $2.5M | NEW | 56k | 43.47 | |
| Workday Common Stock (WDAY) | 0.3 | $2.4M | +2% | 10k | 239.44 | |
| Verizon Communications Common Stock (VZ) | 0.3 | $2.4M | +3630% | 47k | 50.92 | |
| Oracle Corp Common Stock (ORCL) | 0.3 | $2.4M | +46% | 29k | 82.72 | |
| Sunnova Energy Intl Common Stock (NOVA) | 0.3 | $2.3M | +74% | 99k | 23.06 | |
| Nortonlifelock Common Stock (NLOK) | 0.3 | $2.3M | NEW | 85k | 26.52 | |
| Darling Ingredients Common Stock (DAR) | 0.3 | $2.2M | +36% | 28k | 80.36 | |
| Lowes Cos Common Stock (LOW) | 0.3 | $2.1M | NEW | 11k | 202.14 | |
| V F Corp Common Stock (VFC) | 0.3 | $2.1M | +326% | 36k | 56.85 | |
| Brookfield Renewable Corp Common Stock (BEPC) | 0.3 | $1.9M | +49% | 43k | 43.79 | |
| Comcast Corp Common Stock (CMCSA) | 0.2 | $1.8M | +3% | 40k | 46.81 | |
| Cisco Sys Common Stock (CSCO) | 0.2 | $1.8M | +21% | 33k | 55.74 | |
| Target Corp Common Stock (TGT) | 0.2 | $1.8M | +55% | 8.3k | 212.19 | |
| Abbvie Common Stock (ABBV) | 0.2 | $1.7M | +78% | 11k | 162.05 | |
| Pfizer Common Stock (PFE) | 0.2 | $1.7M | -3% | 33k | 51.75 | |
| Moderna Common Stock (MRNA) | 0.2 | $1.7M | NEW | 9.7k | 172.21 | |
| Watts Water Technologies Common Stock (WTS) | 0.2 | $1.7M | NEW | 12k | 139.53 | |
| Dow Common Stock (DOW) | 0.2 | $1.6M | NEW | 25k | 63.70 | |
| Kimberly-clark Corp Common Stock (KMB) | 0.2 | $1.6M | -21% | 13k | 123.10 | |
| First Solar Common Stock (FSLR) | 0.2 | $1.6M | -87% | 19k | 83.71 | |
| Lumen Technologies Common Stock (LUMN) | 0.2 | $1.6M | -21% | 139k | 11.27 | |
| Sysco Corp Common Stock (SYY) | 0.2 | $1.5M | +336% | 18k | 81.61 | |
| Trimble Common Stock (TRMB) | 0.2 | $1.5M | +28% | 20k | 72.10 | |
| Solaredge Technologies Common Stock (SEDG) | 0.2 | $1.5M | +28% | 4.6k | 322.22 | |
| Farfetch Common Stock (FTCH) | 0.2 | $1.5M | +68% | 97k | 15.11 | |
| Intel Corp Common Stock (INTC) | 0.2 | $1.4M | 29k | 49.54 | ||
| Omnicom Group Common Stock (OMC) | 0.2 | $1.4M | +152% | 16k | 84.83 | |
| Rockwell Automation Common Stock (ROK) | 0.2 | $1.3M | -11% | 4.6k | 279.88 | |
| Ballard Pwr Sys Common Stock (BLDP) | 0.2 | $1.3M | -96% | 110k | 11.65 | |
| Qualcomm Common Stock (QCOM) | 0.2 | $1.3M | +4% | 8.3k | 152.76 | |
| Chargepoint Holdings Common Stock (CHPT) | 0.2 | $1.3M | +206% | 63k | 19.88 | |
| Texas Instrs Common Stock (TXN) | 0.2 | $1.2M | +44% | 6.7k | 183.46 | |
| Merck & Co Common Stock (MRK) | 0.2 | $1.2M | -60% | 15k | 82.03 | |
| Booking Holdings Common Stock (BKNG) | 0.2 | $1.2M | +14% | 503.00 | 2347.91 | |
| Truist Finl Corp Common Stock (TFC) | 0.2 | $1.2M | +12% | 21k | 56.66 | |
| Electronic Arts Common Stock (EA) | 0.2 | $1.2M | +40% | 9.2k | 126.41 | |
| Discovery Common Stock (DISCA) | 0.2 | $1.2M | +262% | 47k | 24.91 | |
| Taiwan Semiconductor Mfg American Depository Receipt (TSM) | 0.2 | $1.1M | NEW | 11k | 104.22 | |
| Interpublic Group Cos Common Stock (IPG) | 0.2 | $1.1M | +363% | 32k | 35.45 | |
| Us Bancorp Del Common Stock (USB) | 0.2 | $1.1M | +16% | 21k | 53.10 | |
| Shoals Technologies Group In Common Stock (SHLS) | 0.1 | $1.1M | +72% | 64k | 17.04 | |
| Idex Corp Common Stock (IEX) | 0.1 | $1.1M | +16% | 5.7k | 191.69 | |
| Charter Communications Inc N Common Stock (CHTR) | 0.1 | $1.1M | +103% | 2.0k | 545.18 | |
| Hain Celestial Group Common Stock (HAIN) | 0.1 | $1.1M | +19% | 31k | 34.37 | |
| Installed Bldg Prods Common Stock (IBP) | 0.1 | $1.0M | +17% | 12k | 84.48 | |
| Prologis Common Stock (PLD) | 0.1 | $1.0M | -24% | 6.2k | 161.44 | |
| American Tower Corp Common Stock (AMT) | 0.1 | $986k | -21% | 3.9k | 251.21 | |
| Advanced Micro Devices Common Stock (AMD) | 0.1 | $968k | +12% | 8.9k | 109.33 | |
| Davita Common Stock (DVA) | 0.1 | $925k | NEW | 8.2k | 113.05 | |
| At&t Common Stock (T) | 0.1 | $913k | +19% | 39k | 23.61 | |
| Neogenomics Common Stock (NEO) | 0.1 | $910k | +55% | 75k | 12.14 | |
| Bce Common Stock (BCE) | 0.1 | $894k | NEW | 16k | 55.46 | |
| Applied Matls Common Stock (AMAT) | 0.1 | $893k | +10% | 6.8k | 131.71 | |
| Keycorp Common Stock (KEY) | 0.1 | $887k | +299% | 40k | 22.38 | |
| Bank New York Mellon Corp Common Stock (BK) | 0.1 | $886k | -59% | 18k | 49.62 | |
| Thomson Reuters Corp. Common Stock (TRI) | 0.1 | $851k | NEW | 7.8k | 108.56 | |
| M & T Bk Corp Common Stock (MTB) | 0.1 | $774k | +244% | 4.6k | 169.29 | |
| Autozone Common Stock (AZO) | 0.1 | $756k | -29% | 370.00 | 2043.24 | |
| Huntington Bancshares Common Stock (HBAN) | 0.1 | $741k | +375% | 51k | 14.62 | |
| Marsh & Mclennan Cos Common Stock (MMC) | 0.1 | $729k | +176% | 4.3k | 170.21 | |
| 3M Common Stock (MMM) | 0.1 | $726k | +211% | 4.9k | 148.77 | |
| United Parcel Service Common Stock (UPS) | 0.1 | $714k | +144% | 3.3k | 214.41 | |
| Crown Castle Intl Corp Common Stock (CCI) | 0.1 | $714k | NEW | 3.9k | 184.59 | |
| Citizens Financial Group Common Stock (CFG) | 0.1 | $674k | +241% | 15k | 45.28 | |
| Westrock Common Stock (WRK) | 0.1 | $656k | NEW | 14k | 46.99 | |
| Micron Technology Common Stock (MU) | 0.1 | $651k | NEW | 8.4k | 77.82 | |
| Csx Corp Common Stock (CSX) | 0.1 | $613k | 16k | 37.40 | ||
| Equinix Common Stock (EQIX) | 0.1 | $604k | NEW | 815.00 | 741.10 | |
| International Business Machs Common Stock (IBM) | 0.1 | $574k | -58% | 4.4k | 129.98 | |
| Amgen Common Stock (AMGN) | 0.1 | $574k | +20% | 2.4k | 241.58 | |
| Lam Research Corp Common Stock (LRCX) | 0.1 | $574k | +9% | 1.1k | 537.45 | |
| Illinois Tool Wks Common Stock (ITW) | 0.1 | $521k | +202% | 2.5k | 209.07 | |
| Agco Corp Common Stock (AGCO) | 0.1 | $511k | NEW | 3.5k | 146.00 | |
| Norfolk Southn Corp Common Stock (NSC) | 0.1 | $488k | -6% | 1.7k | 285.05 | |
| Mercadolibre Common Stock (MELI) | 0.1 | $481k | +300% | 405.00 | 1187.65 | |
| Sherwin Williams Common Stock (SHW) | 0.1 | $474k | -20% | 1.9k | 249.47 | |
| Regeneron Pharmaceuticals Common Stock (REGN) | 0.1 | $472k | -62% | 677.00 | 697.19 | |
| Automatic Data Processing In Common Stock (ADP) | 0.1 | $467k | NEW | 2.1k | 227.14 | |
| State Str Corp Common Stock (STT) | 0.1 | $461k | -77% | 5.3k | 87.10 | |
| Becton Dickinson & Co Common Stock (BDX) | 0.1 | $435k | +84% | 1.6k | 265.41 | |
| Fifth Third Bancorp Common Stock (FITB) | 0.1 | $419k | +34% | 9.8k | 42.97 | |
| Northern Tr Corp Common Stock (NTRS) | 0.1 | $411k | -72% | 3.5k | 116.27 | |
| Expedia Group Common Stock (EXPE) | 0.1 | $410k | +84% | 2.1k | 195.42 | |
| Molina Healthcare Common Stock (MOH) | 0.1 | $409k | NEW | 1.2k | 333.33 | |
| Edwards Lifesciences Corp Common Stock (EW) | 0.1 | $395k | -39% | 3.4k | 117.63 | |
| Tractor Supply Common Stock (TSCO) | 0.1 | $389k | NEW | 1.7k | 232.93 | |
| Sempra Energy Common Stock (SRE) | 0.1 | $387k | -51% | 2.3k | 168.04 | |
| Open Text Corp Common Stock (OTEX) | 0.1 | $383k | NEW | 9.1k | 42.30 | |
| Digital Rlty Tr Common Stock (DLR) | 0.0 | $355k | +239% | 2.5k | 141.77 | |
| Biomarin Pharmaceutical Common Stock (BMRN) | 0.0 | $348k | NEW | 4.5k | 76.96 | |
| Ulta Beauty Common Stock (ULTA) | 0.0 | $346k | -7% | 870.00 | 397.70 | |
| Mondelez Intl Common Stock (MDLZ) | 0.0 | $343k | NEW | 5.5k | 62.76 | |
| Danimer Scientific Common Stock (DNMR) | 0.0 | $338k | +100% | 58k | 5.85 | |
| Ford Mtr Co Del Common Stock (F) | 0.0 | $335k | NEW | 20k | 16.90 | |
| Regions Financial Corp Common Stock (RF) | 0.0 | $305k | +40% | 14k | 22.23 | |
| Best Buy Common Stock (BBY) | 0.0 | $301k | +77% | 3.3k | 90.72 | |
| Starbucks Corp Common Stock (SBUX) | 0.0 | $290k | NEW | 3.2k | 90.77 | |
| Welltower Common Stock (WELL) | 0.0 | $286k | NEW | 3.0k | 95.94 | |
| HP Common Stock (HPQ) | 0.0 | $244k | -86% | 6.7k | 36.21 | |
| Avalonbay Cmntys Common Stock (AVB) | 0.0 | $244k | NEW | 984.00 | 247.97 | |
| Royal Bk Cda Common Stock (RY) | 0.0 | $241k | NEW | 2.2k | 110.10 | |
| Carrier Global Corporation Common Stock (CARR) | 0.0 | $240k | +25% | 5.2k | 45.76 | |
| Aflac Common Stock (AFL) | 0.0 | $237k | NEW | 3.7k | 64.38 | |
| Viatris Common Stock (VTRS) | 0.0 | $234k | NEW | 22k | 10.83 | |
| Canadian Pac Ry Common Stock (CP) | 0.0 | $231k | +61% | 2.8k | 82.27 | |
| Equity Residential Common Stock (EQR) | 0.0 | $228k | NEW | 2.5k | 89.73 | |
| Toronto Dominion Bk Ont Common Stock (TD) | 0.0 | $217k | -50% | 2.7k | 79.37 | |
| Weyerhaeuser Co Mtn Be Common Stock (WY) | 0.0 | $211k | NEW | 5.6k | 37.83 | |
| Cbre Group Common Stock (CBRE) | 0.0 | $211k | NEW | 2.3k | 91.42 | |
| Paychex Common Stock (PAYX) | 0.0 | $207k | NEW | 1.5k | 136.09 | |
| Canadian Natl Ry Common Stock (CNI) | 0.0 | $201k | -87% | 1.5k | 134.09 | |
| Otis Worldwide Corp Common Stock (OTIS) | 0.0 | $191k | NEW | 2.5k | 76.71 | |
| Sun Life Financial Common Stock (SLF) | 0.0 | $188k | NEW | 3.4k | 55.84 | |
| Metlife Common Stock (MET) | 0.0 | $184k | -93% | 2.6k | 70.04 | |
| Dexcom Common Stock (DXCM) | 0.0 | $184k | NEW | 361.00 | 509.70 | |
| Arista Networks Common Stock (ANET) | 0.0 | $184k | -66% | 1.3k | 138.76 | |
| American Intl Group Common Stock (AIG) | 0.0 | $177k | NEW | 2.8k | 62.65 | |
| Corning Common Stock (GLW) | 0.0 | $173k | NEW | 4.7k | 36.76 | |
| Agilent Technologies Common Stock (A) | 0.0 | $172k | NEW | 1.3k | 131.80 | |
| Keysight Technologies Common Stock (KEYS) | 0.0 | $168k | NEW | 1.1k | 157.30 | |
| Ppg Inds Common Stock (PPG) | 0.0 | $167k | +8% | 1.3k | 130.78 | |
| Baxter Intl Common Stock (BAX) | 0.0 | $152k | NEW | 2.0k | 77.08 | |
| Bank Nova Scotia B C Common Stock (BNS) | 0.0 | $135k | -47% | 1.9k | 71.66 | |
| Cdw Corp Common Stock (CDW) | 0.0 | $131k | NEW | 734.00 | 178.47 | |
| Align Technology Common Stock (ALGN) | 0.0 | $120k | NEW | 277.00 | 433.21 | |
| Twitter Common Stock (TWTR) | 0.0 | $94k | NEW | 2.4k | 38.52 | |
| Etsy Common Stock (ETSY) | 0.0 | $67k | -45% | 543.00 | 123.39 | |
| Nice American Depository Receipt (NICE) | 0.0 | $26k | +55% | 121.00 | 214.88 | |
Past Filings by Mirova
SEC 13F filings are viewable for Mirova going back to 2018
- Mirova 2022 Q1 filed May 13, 2022
- Mirova 2021 Q3 filed Nov. 12, 2021
- Mirova 2021 Q2 filed Aug. 13, 2021
- Mirova 2021 Q1 filed May 14, 2021
- Mirova 2020 Q4 filed Feb. 12, 2021
- Mirova 2020 Q3 filed Nov. 12, 2020
- Mirova 2020 Q2 filed Aug. 13, 2020
- Mirova 2020 Q1 filed May 14, 2020
- Mirova 2019 Q4 filed Feb. 14, 2020
- Mirova 2019 Q3 filed Nov. 13, 2019
- Mirova 2019 Q2 filed Aug. 13, 2019
- Mirova 2019 Q1 filed May 15, 2019
- Mirova 2018 Q4 filed Feb. 14, 2019