Mirova US LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings25 positions
MICROSOFT CORP | 1.4M | $428.3M | 8.2% | $203.89 | +45.69% | 10 qtrssince 2019-Q4 | Increased 64 |
MASTERCARD INCORPORATED | 1.1M | $408M | 7.8% | $325.90 | +6.74% | 10 qtrssince 2019-Q4 | Increased 67 |
THERMO FISHER SCIENTIFIC INC | 675,376 | $398.9M | 7.7% | $437.89 | +33.10% | 10 qtrssince 2019-Q4 | Increased 67 |
DANAHER CORPORATION | 1.2M | $364.4M | 7.0% | $189.40 | +34.05% | 10 qtrssince 2019-Q4 | Increased 66 |
EBAY INC | 6M | $344.9M | 6.6% | $48.24 | +9.45% | 10 qtrssince 2019-Q4 | Increased 67 |
ECOLAB INC | 1.7M | $298.6M | 5.7% | $194.19 | -13.57% | 10 qtrssince 2019-Q4 | Increased 66 |
ROPER TECHNOLOGIES INC | 598,463 | $282.6M | 5.4% | $401.29 | +16.35% | 10 qtrssince 2019-Q4 | Increased 66 |
ADOBE INC | 606,103 | $276.2M | 5.3% | $465.66 | -1.20% | 10 qtrssince 2019-Q4 | Increased 75 |
VISA INC | 1.2M | $262.3M | 5.0% | $197.85 | +8.29% | 10 qtrssince 2019-Q4 | Increased 66 |
NVIDIA CORP | 922,936 | $251.8M | 4.8% | $17.40 | +56.21% | 10 qtrssince 2019-Q4 | Increased 61 |
TAIWAN SEMICONDUCTOR MFG LTD | 2.3M | $234.9M | 4.5% | $80.20 | +21.08% | 10 qtrssince 2019-Q4 | Increased 62 |
LILLY ELI & CO | 791,326 | $226.6M | 4.4% | $208.37 | +32.31% | 5 qtrssince 2021-Q1 | Increased 62 |
NEXTERA ENERGY INC | 2.3M | $196.5M | 3.8% | $65.08 | +14.93% | 10 qtrssince 2019-Q4 | Increased 76 |
SIGNATURE BK NEW YORK N Y | 608,369 | $178.6M | 3.4% | — | — | 10 qtrssince 2019-Q4 | Increased 61 |
BALL CORP | 1.6M | $145.5M | 2.8% | $84.08 | +0.90% | 7 qtrssince 2020-Q3 | Increased 57 |
VERIZON COMMUNICATIONS INC | 2.5M | $129.5M | 2.5% | $39.77 | 0.00% | 1 qtr | New 79 |
AMERICAN WTR WKS CO INC NEW | 771,360 | $127.7M | 2.5% | $130.42 | +14.79% | 10 qtrssince 2019-Q4 | Increased 56 |
XYLEM INC | 1.2M | $104.2M | 2.0% | $110.54 | -27.10% | 10 qtrssince 2019-Q4 | Increased 56 |
LAUDER ESTEE COS INC | 365,455 | $99.5M | 1.9% | $239.24 | +9.58% | 10 qtrssince 2019-Q4 | Increased 51 |
MERCADOLIBRE INC | 82,848 | $98.5M | 1.9% | $1,343.59 | -9.95% | 2 qtrssince 2021-Q4 | Increased 53 |
Mirova US LLC manages $5.2B across 25 positions as of Q1 2022. Top holdings: MSFT (8.2%), MA (7.8%), TMO (7.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 1 new position, exited 3, increased 23. Top move: VZ (NEW, conviction 79). Portfolio: $5.2B across 25 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR