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MIROVA

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PARIS I0
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Mirova is based out of Paris. Their last reported 13F filing for Q4 2023 included $488,247,352 in managed 13F securities and a top 10 holdings concentration of 62.51%. Mirova's largest holding is Thermo Fisher Scientific, Inc. with shares held of 211,416. Whalewisdom has at least 21 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
RUN Sunrun Inc 2.1%
ENPH Enphase Energy Inc 1.1%
SPLK Splunk Inc 0.82%
DAR Darling Ingredients 0.62%
NEP NextEra Energy Partn 0.6%

2023-12-31

13F Holdings Summary

Name $ Change
TMO Thermo Fisher Scient 22.98%
ACN Accenture Plc 8.42%
ECL Ecolab Inc. 6.5%
GIB CGI Inc 6.16%
ENPH Enphase Energy Inc 5.99%

2023-12-31

13F Activity

Market Value $488m, Prior: $497m
New Purchases 16 stocks
Added To 17 stocks
Sold out of 16 stocks
Reduced holdings in 84 stocks
Top 10 Holdings % 62.51%
Turnover %[1] 25.4%
Turnover Alt %[2] 5.4%
Time Held Top 20 9.35 quarters
Time Held Top 10 9.7 quarters
Time Held All 10.21 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance