Mirova US LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings27 positions
Microsoft Corp | 1.3M | $446.8M | 8.4% | $199.64 | +61.97% | 9 qtrssince 2019-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 624,647 | $416.8M | 7.8% | $426.11 | +54.43% | 9 qtrssince 2019-Q4 | Increased 69 |
Danaher Corp | 1.2M | $379.2M | 7.1% | $184.37 | +54.32% | 9 qtrssince 2019-Q4 | Increased 69 |
Mastercard Inc | 1.1M | $378M | 7.1% | $324.03 | +7.79% | 9 qtrssince 2019-Q4 | Increased 76 |
eBay Inc | 5.5M | $368.5M | 6.9% | $47.84 | +27.63% | 9 qtrssince 2019-Q4 | Increased 68 |
Ecolab Inc | 1.6M | $366.4M | 6.9% | $196.37 | +13.19% | 9 qtrssince 2019-Q4 | Increased 72 |
Roper Technologies Inc | 555,987 | $273.5M | 5.1% | $396.28 | +20.33% | 9 qtrssince 2019-Q4 | Increased 68 |
Adobe Systems Inc | 479,293 | $271.8M | 5.1% | $467.14 | +22.13% | 9 qtrssince 2019-Q4 | Increased 68 |
NVIDIA Corp | 875,840 | $257.6M | 4.8% | $16.87 | +73.59% | 9 qtrssince 2019-Q4 | Decreased 0 |
Taiwan Semiconductor Manufactu | 2.1M | $251.9M | 4.7% | $78.92 | +41.31% | 9 qtrssince 2019-Q4 | Increased 64 |
Visa Inc | 1.1M | $236.1M | 4.4% | $196.45 | +6.40% | 9 qtrssince 2019-Q4 | Increased 64 |
Eli Lilly & Co | 728,983 | $201.4M | 3.8% | $202.61 | +30.70% | 4 qtrssince 2021-Q1 | Increased 70 |
Signature Bank/New York NY | 563,595 | $182.3M | 3.4% | — | — | 9 qtrssince 2019-Q4 | Increased 63 |
NextEra Energy Inc | 1.6M | $153.3M | 2.9% | $61.07 | +34.24% | 9 qtrssince 2019-Q4 | Increased 59 |
Ball Corp | 1.5M | $143.5M | 2.7% | $84.01 | +7.77% | 6 qtrssince 2020-Q3 | Increased 78 |
American Water Works Co Inc | 729,767 | $137.8M | 2.6% | $129.32 | +31.57% | 9 qtrssince 2019-Q4 | Increased 59 |
Xylem Inc/NY | 1.1M | $136.8M | 2.6% | $112.68 | +0.25% | 9 qtrssince 2019-Q4 | Increased 85 |
Estee Lauder Cos Inc/The | 343,324 | $127.1M | 2.4% | $237.76 | +44.80% | 9 qtrssince 2019-Q4 | Increased 59 |
Intuitive Surgical Inc | 306,241 | $110M | 2.1% | $252.10 | +42.52% | 9 qtrssince 2019-Q4 | Increased 84 |
Watts Water Technologies Inc | 566,426 | $110M | 2.1% | $117.59 | +59.09% | 9 qtrssince 2019-Q4 | Increased 59 |
Mirova US LLC manages $5.3B across 27 positions as of Q4 2021. Top holdings: MSFT (8.4%), TMO (7.8%), DHR (7.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Added 1 new position, exited 1, increased 24, trimmed 2. Top move: XYL (INCREASED, conviction 85). Portfolio: $5.3B across 27 positions.
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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
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