Mirova
- SEC CIK
- 0001767843
- 最新申報
- 2026/8/13
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/13 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 165
- 較 2021 年第 1 季 +1
- 總值
- $8.34 億
- 較 2021 年第 1 季 −$404.3 萬 (−0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SHWSherwin Williams Co | COM | 2,160 | $58.8 萬 | 0.1% | +147+7.3% | 加碼依 3 比 1 拆股換算 | 歷史 |
| LRCXLam Research Corp | COM | 890 | $57.9 萬 | 0.1% | +15+1.7% | 加碼 | 歷史 |
| SRESempra | Stock | 4,359 | $57.7 萬 | 0.1% | +108+2.5% | 加碼 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 4,720 | $57.7 萬 | 0.1% | +720+18.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,968 | $56.6 萬 | 0.1% | +132+7.2% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 2,550 | $56.1 萬 | 0.1% | +200+8.5% | 加碼 | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 13,351 | $55.9 萬 | 0.1% | +5,850+78.0% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 5,025 | $52.0 萬 | 0.1% | −353−6.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,473 | $51.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HAINHain Celestial Group Inc | COM | 12,400 | $49.7 萬 | 0.1% | +1,900+18.1% | 加碼 | 歷史 |
| SEDGSolaredge Technologies, Inc. | COM | 1,770 | $48.9 萬 | 0.1% | +520+41.6% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 14,763 | $47.3 萬 | 0.1% | +783+5.6% | 加碼依 3 比 1 拆股換算 | 歷史 |
| DHRDanaher Corp | Stock | 1,763 | $47.3 萬 | 0.1% | −1,974−52.8% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 5,852 | $46.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,665 | $44.1 萬 | 0.1% | +91+5.8% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,799 | $43.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 255 | $39.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XYLXylem Inc. | COM | 3,300 | $39.5 萬 | <0.1% | +600+22.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 767 | $36.2 萬 | <0.1% | +47+6.5% | 加碼 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 11,774 | $36.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDToronto Dominion Bank | Stock | 4,998 | $35.0 萬 | <0.1% | +704+16.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,439 | $31.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FOXAFox Corp | CL A COM | 8,011 | $29.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 858 | $29.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATOAtmos Energy Corp | COM | 3,082 | $29.6 萬 | <0.1% | +436+16.5% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,257 | $29.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 3,762 | $29.2 萬 | <0.1% | +271+7.8% | 加碼 | 歷史 |
| MHKMohawk Industries Inc | COM | 1,481 | $28.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 1,414 | $28.0 萬 | <0.1% | +200+16.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,233 | $25.6 萬 | <0.1% | +175+16.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 3,685 | $25.2 萬 | <0.1% | +60+1.7% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 6,604 | $25.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,442 | $24.8 萬 | <0.1% | −90−5.9% | 減碼 | 歷史 |
| DNMRDanimer Scientific, Inc. | COM CL A | 9,500 | $23.7 萬 | <0.1% | +4,900+106.5% | 加碼 | 歷史 |
| GAPGap Inc | COM | 6,513 | $21.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNSBank of Nova Scotia | COM | 3,271 | $21.2 萬 | <0.1% | +469+16.7% | 加碼 | 歷史 |
| NWSANews Corp | CL A | 7,941 | $20.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 6,309 | $20.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,410 | $19.8 萬 | <0.1% | −226−13.8% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 808 | $19.6 萬 | <0.1% | −57−6.6% | 減碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 1,704 | $19.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 9,038 | $18.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 3,814 | $18.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETSYEtsy Inc | COM | 901 | $18.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPGPPG Industries Inc | Stock | 1,076 | $18.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 3,973 | $18.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RFRegions Financial Corp | COM | 8,919 | $17.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MTBM&T Bank Corp | COM | 1,211 | $17.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BSXBoston Scientific Corp | Stock | 4,066 | $17.3 萬 | <0.1% | −285−6.6% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 497 | $17.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,035 | $16.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 688 | $16.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 745 | $16.6 萬 | <0.1% | +109+17.1% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 372 | $16.4 萬 | <0.1% | −25−6.3% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 94 | $14.6 萬 | <0.1% | +15+19.0% | 加碼 | 歷史 |
| XLNXXilinx Inc | COM | 965 | $13.9 萬 | <0.1% | −61−5.9% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 9,724 | $13.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 1,488 | $12.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 1,572 | $12.0 萬 | <0.1% | +227+16.9% | 加碼依 5 比 1 拆股換算 | 歷史 |
| OGNOrganon & Co. | Stock | 3,378 | $10.2 萬 | <0.1% | +3,378 | 新進 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 670 | $10.0 萬 | <0.1% | +102+18.0% | 加碼 | 歷史 |
| WOWWideOpenWest, Inc. | COM | 4,020 | $8.30 萬 | <0.1% | +639+18.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 1,152 | $6.40 萬 | <0.1% | +152+15.2% | 加碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 314 | $5.40 萬 | <0.1% | +51+19.4% | 加碼 | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 78 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（3 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。