MIROVA US LLC

BOSTON, MA Investment Advisor How do I update this listing?

Mirova US is based out of Boston. Mirova US is a large advisory firm with 14 clients and discretionary assets under management (AUM) of $808,819,955 (Form ADV from 2019-07-29). Their last reported 13F filing for Q4 2019 included $738,358,000 in managed 13F securities and a top 10 holdings concentration of 73.4%. Mirova US's largest holding is Microsoft Corp. with shares held of 458,815. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 11.41%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Mirova

View Last Form Adv Compilation Report on Record

MIROVA US
888 BOYLSTON STREET
BOSTON MA    02199-8197
Country: United States

Business Phone: 857-305-6333
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 33
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees,FEE FOR MODEL PORTFOLIO DELIVERY (NON-DISCRETIONARY)
Amount of client funds and securities:
Total Number of Clients: 14
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.A (2)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments