Mirova Top Holdings and 13F Report (2024)

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About Mirova

Investment Activity

Mirova has $564.51 million in total holdings as of March 31, 2024.
Mirova owns shares of 135 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 20.95% of the portfolio was purchased this quarter.
About 13.46% of the portfolio was sold this quarter.
This quarter, Mirova has purchased 126 new stocks and bought additional shares in 54 stocks.
Mirova sold shares of 16 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Thermo Fisher Scientific: $124,972,355
Accenture: $42,025,423
Ecolab: $38,105,889
NVIDIA: $24,690,681
Microsoft: $22,883,382

Largest New Holdings this Quarter

Autoliv: $3,803,902 Holding
Gentex: $3,577,325 Holding
Gilead Sciences: $2,946,994 Holding
Flex: $2,663,705 Holding
Greif: $2,597,247 Holding

Largest Purchases this Quarter

Microsoft: 16,981 shares (about $7.14M)
NVIDIA: 6,707 shares (about $6.06M)
Eli Lilly and Company: 5,720 shares (about $4.45M)
Xylem: 33,919 shares (about $4.38M)
Waste Management: 18,528 shares (about $3.95M)

Largest Sales this Quarter

Enphase Energy: 196,987 shares (about $23.83M)
AGCO: 64,490 shares (about $7.93M)
Sunrun: 236,370 shares (about $3.12M)
NextEra Energy: 29,480 shares (about $1.88M)
Adobe: 3,504 shares (about $1.77M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TMO Thermo Fisher Scientific	$124,972,355	$2,095,262 ▲	1.7%	215,021	22.1%	Medical
ACN Accenture	$42,025,423	$1,438,778 ▲	3.5%	121,247	7.4%	Business Services
ECL Ecolab	$38,105,889	$1,158,887 ▲	3.1%	165,032	6.8%	Basic Materials
NVDA NVIDIA	$24,690,681	$6,060,177 ▲	32.5%	27,326	4.4%	Computer and Technology
MSFT Microsoft	$22,883,382	$7,144,246 ▲	45.4%	54,391	4.1%	Computer and Technology
LLY Eli Lilly and Company	$21,340,999	$4,449,931 ▲	26.3%	27,432	3.8%	Medical
WM Waste Management	$13,604,299	$3,949,243 ▲	40.9%	63,825	2.4%	Business Services
V Visa	$11,661,637	$3,933,633 ▲	50.9%	41,786	2.1%	Business Services
AWK American Water Works	$9,593,118	$2,571,909 ▲	36.6%	78,497	1.7%	Utilities
SYK Stryker	$9,467,451	$3,356,821 ▲	54.9%	26,455	1.7%	Medical
AXP American Express	$9,334,607	$2,357,502 ▲	33.8%	40,997	1.7%	Finance
CL Colgate-Palmolive	$8,575,281	$3,569,222 ▲	71.3%	95,228	1.5%	Consumer Staples
BSY Bentley Systems	$8,266,948	$3,878,118 ▲	88.4%	158,310	1.5%	Computer and Technology
TTEK Tetra Tech	$8,035,809	$3,614,221 ▲	81.7%	43,505	1.4%	Industrial Products
GM General Motors	$7,907,589	$1,485,530 ▲	23.1%	174,368	1.4%	Auto/Tires/Trucks
TT Trane Technologies	$7,322,779	$2,729,719 ▲	59.4%	24,393	1.3%	Business Services
XYL Xylem	$7,095,405	$4,383,691 ▲	161.7%	54,901	1.3%	Industrial Products
RUN Sunrun	$6,808,722	$3,115,357 ▼	-31.4%	516,595	1.2%	Oils/Energy
PG Procter & Gamble	$6,726,723	$196,323 ▼	-2.8%	41,459	1.2%	Consumer Staples
UNP Union Pacific	$6,393,442	$809,847 ▲	14.5%	25,997	1.1%	Transportation
TRMB Trimble	$6,207,908	$322,572 ▼	-4.9%	96,456	1.1%	Computer and Technology
ISRG Intuitive Surgical	$5,556,530	$630,562 ▼	-10.2%	13,923	1.0%	Medical
MA Mastercard	$5,455,707	$3,236,632 ▲	145.9%	11,329	1.0%	Business Services
FSLR First Solar	$5,357,037	$1,941,538 ▲	56.8%	31,736	0.9%	Oils/Energy
IEX IDEX	$4,831,596	$531,232 ▼	-9.9%	19,800	0.9%	Industrial Products
EL Estée Lauder Companies	$4,747,666	$42,854 ▲	0.9%	30,799	0.8%	Consumer Staples
CRM Salesforce	$4,542,999	$486,707 ▲	12.0%	15,084	0.8%	Computer and Technology
IFF International Flavors & Fragrances	$4,541,906	$40,415 ▲	0.9%	52,819	0.8%	Consumer Staples
WDAY Workday	$4,464,372	$453,583 ▲	11.3%	16,368	0.8%	Computer and Technology
PWR Quanta Services	$4,312,680	$742,768 ▼	-14.7%	16,600	0.8%	Construction
BEPC Brookfield Renewable	$4,291,224	$1,784,912 ▲	71.2%	174,653	0.8%	Oils/Energy
GPK Graphic Packaging	$4,264,103	$3,671,749 ▲	619.9%	146,131	0.8%	Industrial Products
LINDE PLC	$4,234,134	$240,518 ▲	6.0%	9,119	0.8%	Common Stock
NOW ServiceNow	$3,973,629	$596,959 ▲	17.7%	5,212	0.7%	Computer and Technology
CMG Chipotle Mexican Grill	$3,927,046	$3,319,531 ▲	546.4%	1,351	0.7%	Retail/Wholesale
ALV Autoliv	$3,803,902	$3,803,902 ▲	New Holding	31,586	0.7%	Auto/Tires/Trucks
GNTX Gentex	$3,577,325	$3,577,325 ▲	New Holding	99,040	0.6%	Auto/Tires/Trucks
LULU Lululemon Athletica	$3,217,393	$1,188,357 ▲	58.6%	8,236	0.6%	Consumer Discretionary
ROK Rockwell Automation	$3,091,303		0.0%	10,611	0.5%	Industrial Products
EBAY eBay	$3,088,316	$2,407,718 ▲	353.8%	58,513	0.5%	Retail/Wholesale
ZTS Zoetis	$3,081,483	$2,576,222 ▲	509.9%	18,211	0.5%	Medical
ENPH Enphase Energy	$2,965,704	$23,831,490 ▼	-88.9%	24,514	0.5%	Oils/Energy
GILD Gilead Sciences	$2,946,994	$2,946,994 ▲	New Holding	40,232	0.5%	Medical
ANSS ANSYS	$2,892,190	$218,711 ▼	-7.0%	8,331	0.5%	Computer and Technology
ADBE Adobe	$2,861,587	$1,768,119 ▼	-38.2%	5,671	0.5%	Computer and Technology
EXPO Exponent	$2,820,391		0.0%	34,108	0.5%	Business Services
ON Onsemi	$2,794,312		0.0%	37,992	0.5%	Computer and Technology
AMT American Tower	$2,766,655	$2,485,484 ▲	884.0%	14,002	0.5%	Finance
GDDY GoDaddy	$2,764,888	$140,042 ▲	5.3%	23,297	0.5%	Computer and Technology
ADSK Autodesk	$2,708,368	$460,423 ▲	20.5%	10,400	0.5%	Computer and Technology
FLEX Flex	$2,663,705	$2,663,705 ▲	New Holding	93,104	0.5%	Computer and Technology
GEF Greif	$2,597,247	$2,597,247 ▲	New Holding	37,614	0.5%	Industrial Products
BFAM Bright Horizons Family Solutions	$2,592,316	$159,044 ▲	6.5%	22,868	0.5%	Consumer Discretionary
ARRY Array Technologies	$2,558,377	$1,331,373 ▲	108.5%	171,588	0.5%	Oils/Energy
SRCL Stericycle	$2,497,449	$22,577 ▲	0.9%	47,345	0.4%	Business Services
WY Weyerhaeuser	$2,326,645		0.0%	64,791	0.4%	Construction
CYBR CyberArk Software	$2,089,180	$321,412 ▼	-13.3%	7,865	0.4%	Computer and Technology
CNM Core & Main	$2,001,517	$2,001,517 ▲	New Holding	34,961	0.4%	Business Services
APTV Aptiv	$1,919,167		0.0%	24,095	0.3%	Business Services
DAR Darling Ingredients	$1,739,241	$377,987 ▲	27.8%	37,395	0.3%	Consumer Staples
ROP Roper Technologies	$1,504,734	$1,434,629 ▲	2,046.4%	2,683	0.3%	Computer and Technology
SFM Sprouts Farmers Market	$1,395,347	$1,283,539 ▲	1,148.0%	21,640	0.2%	Retail/Wholesale
CCK Crown	$1,284,805	$643,116 ▲	100.2%	16,210	0.2%	Industrial Products
AGCO AGCO	$1,284,329	$7,933,561 ▼	-86.1%	10,440	0.2%	Industrial Products
MP MP Materials	$1,195,251		0.0%	83,584	0.2%	Basic Materials
BMI Badger Meter	$1,056,781	$629,926 ▲	147.6%	6,531	0.2%	Computer and Technology
NOVT Novanta	$1,048,096	$1,048,096 ▲	New Holding	5,997	0.2%	Computer and Technology
WTS Watts Water Technologies	$1,042,983	$865,504 ▲	487.7%	4,907	0.2%	Computer and Technology
ORA Ormat Technologies	$1,031,439	$1,258 ▲	0.1%	15,583	0.2%	Oils/Energy
A Agilent Technologies	$1,004,019	$479,310 ▲	91.3%	6,900	0.2%	Computer and Technology
DHR Danaher	$986,644	$428,520 ▲	76.8%	3,951	0.2%	Multi-Sector Conglomerates
PODD Insulet	$870,026	$870,026 ▲	New Holding	5,076	0.2%	Medical
CAG Conagra Brands	$856,062	$658,541 ▲	333.4%	28,882	0.2%	Consumer Staples
SG Sweetgreen	$799,302	$437,276 ▲	120.8%	31,643	0.1%	Retail/Wholesale
DXCM DexCom	$780,604	$671,863 ▲	617.9%	5,628	0.1%	Medical
DCI Donaldson	$640,456	$640,456 ▲	New Holding	8,576	0.1%	Industrial Products
MWA Mueller Water Products	$632,900	$632,900 ▲	New Holding	39,335	0.1%	Industrial Products
EW Edwards Lifesciences	$615,311	$501,499 ▲	440.6%	6,439	0.1%	Medical
MTD Mettler-Toledo International	$612,393	$481,927 ▲	369.4%	460	0.1%	Computer and Technology
KAI Kadant	$611,578	$611,578 ▲	New Holding	1,864	0.1%	Industrial Products
ST Sensata Technologies	$548,859	$489,597 ▲	826.2%	14,939	0.1%	Computer and Technology
PNR Pentair	$542,373	$192,411 ▼	-26.2%	6,348	0.1%	Industrial Products
BDX Becton, Dickinson and Company	$470,650	$470,650 ▲	New Holding	1,902	0.1%	Medical
WMS Advanced Drainage Systems	$467,976	$467,976 ▲	New Holding	2,717	0.1%	Construction
PTC PTC	$462,714	$462,714 ▲	New Holding	2,449	0.1%	Computer and Technology
BSX Boston Scientific	$461,417	$461,417 ▲	New Holding	6,737	0.1%	Medical
LKQ LKQ	$398,118		0.0%	7,454	0.1%	Auto/Tires/Trucks
NEE NextEra Energy	$379,817	$1,884,066 ▼	-83.2%	5,943	0.1%	Utilities
ES Eversource Energy	$367,107		0.0%	6,142	0.1%	Utilities
HASI Hannon Armstrong Sustainable Infrastructure Capital	$354,631		0.0%	12,487	0.1%	Finance
GIS General Mills	$347,051	$197,525 ▼	-36.3%	4,960	0.1%	Consumer Staples
PLD Prologis	$341,046		0.0%	2,619	0.1%	Finance
SXT Sensient Technologies	$305,266		0.0%	4,412	0.1%	Basic Materials
HAIN The Hain Celestial Group	$302,704		0.0%	38,512	0.1%	Consumer Staples
OMC Omnicom Group	$284,184		0.0%	2,937	0.1%	Business Services
EMN Eastman Chemical	$266,184	$66,045 ▼	-19.9%	2,656	0.0%	Basic Materials
ORCL Oracle	$264,535		0.0%	2,106	0.0%	Computer and Technology
VERALTO CORP	$261,902	$66,318 ▲	33.9%	2,954	0.0%	Common Stock
CSX CSX	$254,041		0.0%	6,853	0.0%	Transportation
CNI Canadian National Railway	$247,351		0.0%	1,878	0.0%	Transportation

Showing largest 100 holdings. View all holdings.

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Mirova Top Holdings and 13F Report (2024)

About Mirova

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Mirova Top Holdings and 13F Report (2024)

About Mirova

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMirova

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information