Mirova US LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MU Mirova US LLC | Institutional Filer | ▼ 11.53% | $8.81B | 42 |
Current Portfolio Holdings
Showing all 42 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 5.1M | $881.7M | 10.01% |
| 2 | MSFT | Microsoft Corporation | Technology | 1.6M | $575.8M | 6.53% |
| 3 | MA | Mastercard Incorporated | Financial Services | 958K | $478.5M | 5.43% |
| 4 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 1.3M | $433.1M | 4.91% |
| 5 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 2.4M | $384.6M | 4.36% |
| 6 | AVGO | Broadcom Inc. | Technology | 1.1M | $344.6M | 3.91% |
| 7 | LLY | Eli Lilly and Company | Healthcare | 368K | $338.9M | 3.85% |
| 8 | NEE | NextEra Energy, Inc. | Utilities | 3.6M | $336.5M | 3.82% |
| 9 | SHOP | Shopify Inc. | Technology | 2.7M | $316.9M | 3.60% |
| 10 | WM | Waste Management, Inc. | Industrials | 1.4M | $313.0M | 3.55% |
| 11 | EBAY | eBay Inc. | Consumer Cyclical | 3.4M | $312.4M | 3.55% |
| 12 | ECL | Ecolab Inc. | Basic Materials | 1.2M | $311.2M | 3.53% |
| 13 | TMO | Thermo Fisher Scientific Inc. | Healthcare | 615K | $302.3M | 3.43% |
| 14 | HUBB | Hubbell Incorporated | Industrials | 576K | $282.6M | 3.21% |
| 15 | PANW | Palo Alto Networks, Inc. | Technology | 1.6M | $256.9M | 2.92% |
Showing 1 to 15 of 42 holdings