Mirova US LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings26 positions
THERMO FISHER SCIENTIFIC INC | 370,526 | $163.6M | 9.4% | $347.02 | +25.17% | 4 qtrssince 2019-Q4 | Increased 78 |
MICROSOFT CORP | 744,241 | $156.5M | 9.0% | $165.60 | +20.79% | 4 qtrssince 2019-Q4 | Increased 78 |
DANAHER CORP | 707,129 | $152.3M | 8.7% | $145.62 | +27.38% | 4 qtrssince 2019-Q4 | Increased 78 |
MASTERCARD INC - A | 448,198 | $151.6M | 8.7% | $293.40 | +11.36% | 4 qtrssince 2019-Q4 | Increased 78 |
EBAY INC | 2.7M | $140.2M | 8.0% | $37.68 | +25.16% | 4 qtrssince 2019-Q4 | Increased 78 |
ECOLAB INC | 539,445 | $107.8M | 6.2% | $178.70 | +4.81% | 4 qtrssince 2019-Q4 | Increased 77 |
VISA INC-CLASS A SHARES | 529,192 | $105.8M | 6.1% | $180.18 | +6.23% | 4 qtrssince 2019-Q4 | Increased 77 |
ROPER TECHNOLOGIES INC | 266,766 | $105.4M | 6.0% | $354.98 | +9.51% | 4 qtrssince 2019-Q4 | Increased 77 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.2M | $96.8M | 5.5% | $56.99 | +29.25% | 4 qtrssince 2019-Q4 | Increased 77 |
ALPHABET INC-CL A | 65,494 | $96M | 5.5% | $67.52 | +7.50% | 4 qtrssince 2019-Q4 | Increased 77 |
ADOBE INC | 191,280 | $93.8M | 5.4% | $381.21 | +28.36% | 4 qtrssince 2019-Q4 | Increased 76 |
NEXTERA ENERGY INC | 211,813 | $58.8M | 3.4% | $53.21 | +11.77% | 4 qtrssince 2019-Q4 | Increased 71 |
AMERICAN WATER WORKS CO INC | 368,609 | $53.4M | 3.1% | $113.48 | +13.01% | 4 qtrssince 2019-Q4 | Increased 70 |
BALL CORP | 475,145 | $39.5M | 2.3% | $77.45 | 0.00% | 1 qtr | New 76 |
ESTEE LAUDER COMPANIES-CL A | 172,088 | $37.6M | 2.1% | $186.50 | +6.96% | 4 qtrssince 2019-Q4 | Increased 65 |
INTUITIVE SURGICAL INC | 50,682 | $36M | 2.1% | $202.34 | +16.89% | 4 qtrssince 2019-Q4 | Increased 65 |
SIGNATURE BK NEW YORK N Y | 407,553 | $33.8M | 1.9% | — | — | 4 qtrssince 2019-Q4 | Increased 60 |
ORACLE CORP | 503,247 | $30M | 1.7% | $49.72 | +10.48% | 4 qtrssince 2019-Q4 | Increased 59 |
GILEAD SCIENCES INC | 469,932 | $29.7M | 1.7% | $52.40 | +188.47% | 4 qtrssince 2019-Q4 | Increased 60 |
WATTS WATER TECHNOLOGIES INC | 277,220 | $27.8M | 1.6% | $91.11 | +4.99% | 4 qtrssince 2019-Q4 | Increased 60 |
Mirova US LLC manages $1.7B across 26 positions as of Q3 2020. Top holdings: TMO (9.4%), MSFT (9.0%), DHR (8.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 1 new position, increased 20, trimmed 2. Top move: TMO (INCREASED, conviction 78). Portfolio: $1.7B across 26 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR