Mirova US as of March 31, 2022
Portfolio Holdings for Mirova US
Mirova US holds 25 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.2 | $428M | 1.4M | 308.32 | |
| Mastercard Incorporated Cl A (MA) | 7.8 | $408M | 1.1M | 357.38 | |
| Thermo Fisher Scientific (TMO) | 7.7 | $399M | 675k | 590.65 | |
| Danaher Corporation (DHR) | 7.0 | $364M | 1.2M | 293.33 | |
| eBay (EBAY) | 6.6 | $345M | 6.0M | 57.26 | |
| Ecolab (ECL) | 5.7 | $299M | 1.7M | 176.56 | |
| Roper Industries (ROP) | 5.4 | $283M | 599k | 472.23 | |
| Adobe Systems Incorporated (ADBE) | 5.3 | $276M | 606k | 455.63 | |
| Visa Com Cl A (V) | 5.0 | $262M | 1.2M | 221.77 | |
| NVIDIA Corporation (NVDA) | 4.8 | $252M | 923k | 272.87 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.5 | $235M | 2.3M | 104.26 | |
| Eli Lilly & Co. (LLY) | 4.4 | $227M | 791k | 286.37 | |
| Nextera Energy (NEE) | 3.8 | $197M | 2.3M | 84.71 | |
| Signature Bank (SBNY) | 3.4 | $179M | 608k | 293.50 | |
| Ball Corporation (BALL) | 2.8 | $146M | 1.6M | 90.00 | |
| Verizon Communications (VZ) | 2.5 | $130M | 2.5M | 50.94 | |
| American Water Works (AWK) | 2.5 | $128M | 771k | 165.53 | |
| Xylem (XYL) | 2.0 | $104M | 1.2M | 85.28 | |
| Lauder Estee Cos Cl A (EL) | 1.9 | $100M | 366k | 272.32 | |
| MercadoLibre (MELI) | 1.9 | $99M | 83k | 1189.50 | |
| Intuitive Surgical Com New (ISRG) | 1.9 | $98M | 325k | 301.68 | |
| Bright Horizons Fam Sol In D (BFAM) | 1.6 | $86M | 647k | 132.69 | |
| Watts Water Technologies Cl A (WTS) | 1.6 | $85M | 610k | 139.59 | |
| Sunrun (RUN) | 1.5 | $77M | 2.5M | 30.37 | |
| First Solar (FSLR) | 0.1 | $3.5M | 42k | 83.73 |
