M
| |
MIROVA13F | |
| MIROVA | |
| Last update 2024-11-13 | 120 Stocks (1 new) |
| Value $579.00 Mil | Turnover 4 % |
| Portfolio Report | |
MIROVA Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TMO | Thermo Fisher Scientific Inc | 159,471 | 98643.980 | -3.81% | 17.050 | -0.64% | 0.040 | -8.60% | +4.24% | 207433.719 | Medical Diagnostics & Research | |
ACN | Accenture PLC | 132,467 | 46824.440 | -6.57% | 8.090 | -0.52% | 0.020 | -3.12% | -0.57% | 218786.627 | Software | |
ECL | Ecolab Inc | 154,643 | 39485.000 | -1.60% | 6.820 | -0.11% | 0.050 | -9.96% | -1.96% | 65047.933 | Chemicals | |
NVDA | NVIDIA Corp | 226,335 | 27486.120 | -12.21% | 4.750 | -0.71% | 0.000 | +0.82% | +1.21% | 3328435.900 | Semiconductors | |
MSFT | Microsoft Corp | 60,066 | 25846.400 | +10.75% | 4.470 | +0.43% | 0.000 | +0.95% | -0.60% | 3114843.301 | Software | |
LLY | Eli Lilly and Co | 23,213 | 20565.330 | -9.54% | 3.550 | -0.41% | 0.000 | -12.02% | +3.61% | 719362.624 | Drug Manufacturers | |
WM | Waste Management Inc | 63,947 | 13275.400 | -0.74% | 2.290 | -0.02% | 0.020 | -1.56% | +2.71% | 83183.008 | Waste Management | |
V | Visa Inc | 46,280 | 12724.690 | 0% | 2.200 | 0% | 0.000 | +11.11% | -2.64% | 595870.630 | Credit Services | |
PG | Procter & Gamble Co | 67,400 | 11673.680 | -7.12% | 2.020 | -0.16% | 0.000 | -5.60% | -5.42% | 373415.417 | Consumer Packaged Goods | |
AXP | American Express Co | 41,957 | 11378.740 | 0% | 1.970 | 0% | 0.010 | +8.70% | -0.94% | 206613.686 | Credit Services |
MIROVA's Historical Top Holdings Breakdowns
MIROVA's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ENPH | Enphase Energy Inc | 2023-03-31 | Add | +6.47% | 183.64 ($216.6) 253.31 | $66.74 | -69.19% | Add 1200.34% | 231,109 | 213,336 | |
GIB | CGI Inc | 2024-03-31 | Sold Out | -6.16% | 101.84 ($111.87) 118.45 | $107.72 | -3.71% | Sold Out | 0 | -279,516 | |
ECL | Ecolab Inc | 2023-06-30 | Reduce | -5.34% | 162.58 ($172.01) 186.69 | $229.72 | 33.55% | Reduce -54.58% | 186,309 | -223,892 | |
ENPH | Enphase Energy Inc | 2024-03-31 | Reduce | -5.33% | 97.8 ($116.69) 136.39 | $66.74 | -42.81% | Reduce -88.93% | 24,514 | -196,987 | |
TMO | Thermo Fisher Scientific Inc | 2024-06-30 | Reduce | -5.07% | 541.52 ($572.88) 599.02 | $542.31 | -5.34% | Reduce -22.89% | 165,792 | -49,229 | |
ACN | Accenture PLC | 2023-03-31 | New Buy | +4.61% | 246.17 ($272.61) 294.1 | $349.79 | 28.31% | New holding | 111,925 | 111,925 | |
ECL | Ecolab Inc | 2023-03-31 | Reduce | -3.97% | 144.83 ($155.84) 165.53 | $229.72 | 47.41% | Reduce -29.81% | 410,201 | -174,242 | |
TMO | Thermo Fisher Scientific Inc | 2023-06-30 | Reduce | -3.63% | 508.46 ($540.21) 591.13 | $542.31 | 0.39% | Reduce -16.38% | 222,838 | -43,642 | |
RUN | Sunrun Inc | 2023-12-31 | Reduce | -3.23% | 8.84 ($12.69) 20.32 | $10.04 | -20.88% | Reduce -62.89% | 752,965 | -1,276,003 | |
ENPH | Enphase Energy Inc | 2023-12-31 | Reduce | -1.73% | 75.56 ($106.06) 137.34 | $66.74 | -37.07% | Reduce -24.43% | 221,501 | -71,615 |
MIROVA Total Holding History ($B)
MIROVA's Asset Allocation
MIROVA Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MIROVA's Hypothetical Growth since 2024-09-30
MIROVA's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MIROVA's Holdings Heat Map
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MIROVA's Holdings Bubble Chart
MIROVA News
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