Mirova US LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings25 positions
MICROSOFT CORP | 923,219 | $205.3M | 9.0% | $174.61 | +21.46% | 5 qtrssince 2019-Q4 | Increased 73 |
MASTERCARD INCORPORATED | 557,504 | $199M | 8.7% | $303.57 | +13.74% | 5 qtrssince 2019-Q4 | Increased 73 |
ECOLAB INC | 880,227 | $190.4M | 8.3% | $188.19 | +7.98% | 5 qtrssince 2019-Q4 | Increased 87 |
THERMO FISHER SCIENTIFIC INC | 373,694 | $174.1M | 7.6% | $347.96 | +31.75% | 5 qtrssince 2019-Q4 | Increased 60 |
EBAY INC. | 3.4M | $168.7M | 7.4% | $39.26 | +16.23% | 5 qtrssince 2019-Q4 | Increased 73 |
DANAHER CORPORATION | 692,995 | $153.9M | 6.7% | $145.62 | +31.51% | 5 qtrssince 2019-Q4 | Decreased 0 |
VISA INC | 658,425 | $144M | 6.3% | $185.97 | +12.75% | 5 qtrssince 2019-Q4 | Increased 73 |
ALPHABET INC | 81,727 | $143.2M | 6.2% | $71.35 | +21.66% | 5 qtrssince 2019-Q4 | Increased 73 |
ROPER TECHNOLOGIES INC | 331,474 | $142.9M | 6.2% | $365.54 | +11.91% | 5 qtrssince 2019-Q4 | Increased 73 |
TAIWAN SEMICONDUCTOR MFG LTD | 1.2M | $135.3M | 5.9% | $58.62 | +69.72% | 5 qtrssince 2019-Q4 | Increased 62 |
ADOBE SYSTEMS INCORPORATED | 231,964 | $116M | 5.1% | $401.60 | +23.87% | 5 qtrssince 2019-Q4 | Increased 71 |
SIGNATURE BK NEW YORK N Y | 773,378 | $104.6M | 4.6% | — | — | 5 qtrssince 2019-Q4 | Increased 88 |
NEXTERA ENERGY INC | 1M | $77.6M | 3.4% | $55.30 | +20.14% | 5 qtrssince 2019-Q4 | Increased 89 |
AMERICAN WTR WKS CO INC NEW | 440,676 | $67.6M | 2.9% | $117.21 | +16.30% | 5 qtrssince 2019-Q4 | Increased 61 |
BALL CORP | 592,568 | $55.2M | 2.4% | $79.33 | +9.61% | 2 qtrssince 2020-Q3 | Increased 63 |
LAUDER ESTEE COS INC | 206,868 | $55.1M | 2.4% | $196.24 | +24.56% | 5 qtrssince 2019-Q4 | Increased 61 |
INTUITIVE SURGICAL INC | 60,670 | $49.6M | 2.2% | $213.93 | +27.47% | 5 qtrssince 2019-Q4 | Increased 61 |
WATTS WATER TECHNOLOGIES INC | 339,951 | $41.4M | 1.8% | $95.78 | +21.59% | 5 qtrssince 2019-Q4 | Increased 56 |
ORACLE CORP | 596,373 | $38.6M | 1.7% | $51.29 | +16.52% | 5 qtrssince 2019-Q4 | Increased 55 |
BRIGHT HORIZONS FAM SOL IN D | 153,773 | $26.6M | 1.2% | $133.94 | +26.78% | 5 qtrssince 2019-Q4 | Increased 53 |
Mirova US LLC manages $2.3B across 25 positions as of Q4 2020. Top holdings: MSFT (9.0%), MA (8.7%), ECL (8.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Exited 1, increased 19, trimmed 6. Top move: NEE (INCREASED, conviction 89). Portfolio: $2.3B 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
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