Mirova US as of March 31, 2021
Portfolio Holdings for Mirova US
Mirova US holds 26 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.9 | $256M | 1.1M | 235.77 | |
| eBay (EBAY) | 8.4 | $241M | 3.9M | 61.24 | |
| Mastercard Incorporated Cl A (MA) | 8.1 | $233M | 655k | 356.05 | |
| Ecolab (ECL) | 7.7 | $222M | 1.0M | 214.07 | |
| Thermo Fisher Scientific (TMO) | 7.0 | $202M | 442k | 456.38 | |
| Danaher Corporation (DHR) | 6.4 | $184M | 819k | 225.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.1 | $176M | 1.5M | 118.28 | |
| Visa Com Cl A (V) | 5.7 | $164M | 773k | 211.73 | |
| Adobe Systems Incorporated (ADBE) | 5.7 | $163M | 342k | 475.37 | |
| Roper Industries (ROP) | 5.5 | $157M | 390k | 403.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $142M | 69k | 2062.51 | |
| Nextera Energy (NEE) | 3.2 | $92M | 1.2M | 75.61 | |
| Signature Bank (SBNY) | 3.2 | $91M | 404k | 226.10 | |
| Eli Lilly & Co. (LLY) | 3.0 | $85M | 455k | 186.82 | |
| American Water Works (AWK) | 2.8 | $80M | 530k | 149.92 | |
| Lauder Estee Cos Cl A (EL) | 2.5 | $72M | 247k | 290.85 | |
| NVIDIA Corporation (NVDA) | 2.2 | $64M | 120k | 533.93 | |
| Ball Corporation (BALL) | 2.1 | $59M | 696k | 84.74 | |
| Intuitive Surgical Com New (ISRG) | 1.9 | $54M | 73k | 738.93 | |
| Oracle Corporation (ORCL) | 1.7 | $50M | 716k | 70.17 | |
| Watts Water Technologies Cl A (WTS) | 1.7 | $48M | 403k | 118.81 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.1 | $32M | 188k | 171.45 | |
| Ormat Technologies (ORA) | 0.1 | $2.2M | 28k | 78.52 | |
| Xylem (XYL) | 0.1 | $2.0M | 20k | 105.17 | |
| Waste Management (WM) | 0.1 | $1.5M | 12k | 128.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $939k | 454.00 | 2068.28 |
