MU
| |
Mirova US LLC13F | |
| Mirova US LLC | |
| Last update 2025-05-15 | 34 Stocks (0 new) |
| Value $8.42 Bil | Turnover 4 % |
Mirova US LLC Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 1,602,280 | 601,479.9 | +3.58% | 7.140 | +0.25% | 0.020 | +38.94% | +21.47% | 3,790,969.0 | Software | |
NVDA | NVIDIA Corp | 5,399,484 | 585,196.1 | +3.65% | 6.950 | +0.24% | 0.020 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MA | Mastercard Inc | 1,033,252 | 566,346.1 | -11.29% | 6.730 | -0.83% | 0.110 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
LLY | Eli Lilly and Co | 610,755 | 504,428.7 | +3.53% | 5.990 | +0.20% | 0.070 | -7.94% | +0.34% | 692,791.6 | Drug Manufacturers | |
ECL | Ecolab Inc | 1,979,175 | 501,760.5 | +3.28% | 5.960 | +0.19% | 0.700 | +12.85% | +15.27% | 76,194.0 | Chemicals | |
EBAY | eBay Inc | 7,249,272 | 490,993.2 | +3.27% | 5.830 | +0.18% | 1.570 | +18.40% | +27.21% | 36,010.3 | Retail - Cyclical | |
ROP | Roper Technologies Inc | 708,549 | 417,746.3 | +3.41% | 4.960 | +0.16% | 0.660 | -2.09% | +5.27% | 58,573.3 | Software | |
TMO | Thermo Fisher Scientific Inc | 788,939 | 392,576.0 | +3.46% | 4.660 | +0.16% | 0.210 | -2.88% | -20.13% | 156,565.6 | Medical Diagnostics & Research | |
WM | Waste Management Inc | 1,463,261 | 338,759.5 | +3.55% | 4.020 | +0.14% | 0.360 | -1.21% | +13.46% | 91,475.4 | Waste Management | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 1,767,831 | 293,460.0 | +4.00% | 3.490 | +0.13% | 0.030 | +58.99% | +22.63% | 1,246,839.4 | Semiconductors |
Mirova US LLC's Historical Top Holdings Breakdowns
Mirova US LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MA | Mastercard Inc | 2025-03-31 | Reduce Reduce | -0.83% | 504.67 ($544.39) 576.31 | $552.66 | 1.52% | Reduce -11.29% | 1,033,252 | -131,445 | |
ENPH | Enphase Energy Inc | 2025-03-31 | Add Add | +0.39% | 52.87 ($63.28) 73.51 | $39.58 | -37.45% | Add 92.82% | 1,096,831 | 528,002 | |
FSLR | First Solar Inc | 2025-03-31 | Add Add | +0.37% | 126.34 ($156.16) 197.73 | $175.85 | 12.61% | Add 38.42% | 894,616 | 248,306 | |
WMS | Advanced Drainage Systems Inc | 2025-03-31 | Add Add | +0.36% | 105.29 ($116.57) 126.99 | $111.75 | -4.13% | Add 69.4% | 690,435 | 282,847 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.25% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Add 3.58% | 1,602,280 | 55,359 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.24% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 3.65% | 5,399,484 | 190,040 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.20% | 725.72 ($832.09) 929.72 | $771.71 | -7.26% | Add 3.53% | 610,755 | 20,834 | |
ECL | Ecolab Inc | 2025-03-31 | Add Add | +0.19% | 229.72 ($252.07) 269.82 | $268.75 | 6.62% | Add 3.28% | 1,979,175 | 62,784 | |
EBAY | eBay Inc | 2025-03-31 | Add Add | +0.18% | 61.61 ($66.65) 70.93 | $78.14 | 17.24% | Add 3.27% | 7,249,272 | 229,870 | |
ROP | Roper Technologies Inc | 2025-03-31 | Add Add | +0.16% | 502.71 ($561.16) 593.81 | $544.79 | -2.92% | Add 3.41% | 708,549 | 23,382 |
Mirova US LLC Total Holding History ($B)
Mirova US LLC's Asset Allocation
Mirova US LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Mirova US LLC's Hypothetical Growth since 2025-03-31
Mirova US LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mirova US LLC's Holdings Heat Map
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Mirova US LLC's Holdings Bubble Chart
Mirova US LLC News
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