跳到主要內容

Mirova

SEC CIK
0001767843
最新申報
2026/8/13

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/13 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
174
較 2021 年第 4 季 +2
總值
$7.47 億
較 2021 年第 4 季 −$8,803 萬 (−10.5%)
申報日
2022/5/13
SEC
Mirova 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NICENICE Ltd.SPONSORED ADR121$2.60 萬<0.1%+43+55.1%加碼歷史
ETSYEtsy IncCOM543$6.70 萬<0.1%−30−5.2%減碼歷史
TWTRTwitter, Inc.COM2,440$9.40 萬<0.1%−2−0.1%減碼歷史
ALGNAlign Technology IncCOM277$12.0 萬<0.1%00.0%不變歷史
CDWCDW CorpCOM734$13.1 萬<0.1%−1−0.1%減碼歷史
BNSBank of Nova ScotiaCOM1,884$13.5 萬<0.1%−109−5.5%減碼歷史
BAXBaxter International IncStock1,972$15.2 萬<0.1%−2−0.1%減碼歷史
PPGPPG Industries IncStock1,277$16.7 萬<0.1%−2−0.2%減碼歷史
KEYSKeysight Technologies, Inc.Stock1,068$16.8 萬<0.1%−1−0.1%減碼歷史
AAgilent Technologies, Inc.COM1,305$17.2 萬<0.1%−1−0.1%減碼歷史
GLWCorning IncCOM4,706$17.3 萬<0.1%−3−0.1%減碼歷史
AIGAmerican International Group, Inc.Stock2,825$17.7 萬<0.1%−2−0.1%減碼歷史
METMetlife IncStock2,627$18.4 萬<0.1%−2−0.1%減碼歷史
DXCMDexcom IncCOM361$18.4 萬<0.1%00.0%不變歷史
ANETArista Networks, Inc.COM1,326$18.4 萬<0.1%−1−0.1%減碼歷史
SLFSun Life Financial IncCOM3,367$18.8 萬<0.1%−197−5.5%減碼歷史
OTISOtis Worldwide CorpStock2,490$19.1 萬<0.1%−10.0%減碼歷史
CNICanadian National Railway CoStock1,499$20.1 萬<0.1%−87−5.5%減碼歷史
PAYXPaychex IncStock1,521$20.7 萬<0.1%−1−0.1%減碼歷史
WYWeyerhaeuser CoCOM NEW5,578$21.1 萬<0.1%−3−0.1%減碼歷史
CBRECbre Group, Inc.CL A2,308$21.1 萬<0.1%−2−0.1%減碼歷史
TDToronto Dominion BankStock2,734$21.7 萬<0.1%−160−5.5%減碼歷史
VMRKVivmark ResidentialSH BEN INT2,541$22.8 萬<0.1%−2−0.1%減碼歷史
CPCanadian Pacific Kansas City LtdCOM2,808$23.1 萬<0.1%−87−3.0%減碼歷史
VTRSViatris IncStock21,597$23.4 萬<0.1%−12−0.1%減碼歷史
AFLAflac IncStock3,681$23.7 萬<0.1%−215−5.5%減碼歷史
CARRCarrier Global CorpStock5,245$24.0 萬<0.1%−4−0.1%減碼歷史
RYRoyal Bank of CanadaStock2,189$24.1 萬<0.1%−127−5.5%減碼歷史
HPQHP IncStock6,739$24.4 萬<0.1%−4−0.1%減碼歷史
AVBAvalonbay Communities IncCOM984$24.4 萬<0.1%−2−0.2%減碼歷史
WELLWelltower Inc.REIT2,981$28.6 萬<0.1%−2−0.1%減碼歷史
SBUXStarbucks CorpStock3,195$29.0 萬<0.1%−2−0.1%減碼歷史
BBYBest Buy Co IncStock3,318$30.1 萬<0.1%−2−0.1%減碼歷史
RFRegions Financial CorpCOM13,723$30.5 萬<0.1%−7−0.1%減碼歷史
FFord Motor CoStock19,828$33.5 萬<0.1%−11−0.1%減碼歷史
DNMRDanimer Scientific, Inc.COM CL A57,767$33.8 萬<0.1%+16,000+38.3%加碼歷史
MDLZMondelez International, Inc.Stock5,465$34.3 萬<0.1%−4−0.1%減碼歷史
ULTAUlta Beauty, Inc.Stock870$34.6 萬<0.1%00.0%不變歷史
BMRNBiomarin Pharmaceutical IncCOM4,522$34.8 萬<0.1%−265−5.5%減碼歷史
DLRDigital Realty Trust, Inc.COM2,504$35.5 萬<0.1%−42−1.6%減碼歷史
OTEXOpen Text CorpCOM9,055$38.3 萬0.1%−532−5.5%減碼歷史
SRESempraStock2,303$38.7 萬0.1%−2−0.1%減碼歷史
TSCOTractor Supply CoCOM1,670$38.9 萬0.1%−1−0.1%減碼歷史
EWEdwards Lifesciences CorpStock3,358$39.5 萬0.1%−69−2.0%減碼歷史
MOHMolina Healthcare, Inc.COM1,227$40.9 萬0.1%−71−5.5%減碼歷史
EXPEExpedia Group, Inc.Stock2,098$41.0 萬0.1%−52−2.4%減碼歷史
NTRSNorthern Trust CorpCOM3,535$41.1 萬0.1%−3−0.1%減碼歷史
FITBFifth Third BancorpCOM9,752$41.9 萬0.1%−6−0.1%減碼歷史
BDXBecton Dickinson & CoStock1,639$43.5 萬0.1%−26−1.6%減碼歷史
STTState Street CorpCOM5,293$46.1 萬0.1%−4−0.1%減碼歷史
ADPAutomatic Data Processing IncStock2,056$46.7 萬0.1%−2−0.1%減碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM677$47.2 萬0.1%−11−1.6%減碼歷史
SHWSherwin Williams CoCOM1,900$47.4 萬0.1%−38−2.0%減碼歷史
MELIMercadolibre IncCOM405$48.1 萬0.1%+405新進歷史
NSCNorfolk Southern CorpStock1,712$48.8 萬0.1%−31−1.8%減碼歷史
AGCOAGCO CorpCOM3,500$51.1 萬0.1%+3,500新進歷史
ITWIllinois Tool Works IncStock2,492$52.1 萬0.1%−47−1.9%減碼歷史
IBMInternational Business Machines CorpStock4,416$57.4 萬0.1%−3−0.1%減碼歷史
AMGNAmgen IncStock2,376$57.4 萬0.1%−3−0.1%減碼歷史
LRCXLam Research CorpCOM1,068$57.4 萬0.1%−17−1.6%減碼歷史
EQIXEquinix IncCOM815$60.4 萬0.1%−12−1.5%減碼歷史
CSXCSX CorpStock16,391$61.3 萬0.1%−324−1.9%減碼歷史
MUMicron Technology IncStock8,365$65.1 萬0.1%−158−1.9%減碼歷史
WRKWestRock CoCOM13,960$65.6 萬0.1%−9−0.1%減碼歷史
CFGCitizens Financial Group IncCOM14,885$67.4 萬0.1%−8−0.1%減碼歷史
UPSUnited Parcel Service IncStock3,330$71.4 萬0.1%−3−0.1%減碼歷史
CCICrown Castle Inc.REIT3,868$71.4 萬0.1%−63−1.6%減碼歷史
MMM3M CoStock4,880$72.6 萬0.1%−84−1.7%減碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock4,283$72.9 萬0.1%−142−3.2%減碼歷史
HBANHuntington Bancshares IncCOM50,701$74.1 萬0.1%−29−0.1%減碼歷史
AZOAutoZone IncCOM370$75.6 萬0.1%−2−0.5%減碼歷史
MTBM&T Bank CorpCOM4,572$77.4 萬0.1%−20.0%減碼歷史
TRIThomson Reuters CorpCOM NEW7,839$85.1 萬0.1%−462−5.6%減碼歷史
BNYBank of New York Mellon CorpStock17,855$88.6 萬0.1%−384−2.1%減碼歷史
KEYKeycorpCOM39,636$88.7 萬0.1%−24−0.1%減碼歷史
AMATApplied Materials IncStock6,780$89.3 萬0.1%−125−1.8%減碼歷史
BCEBce IncCOM NEW16,120$89.4 萬0.1%−949−5.6%減碼歷史
NEONeogenomics IncCOM NEW74,949$91.0 萬0.1%+10,702+16.7%加碼歷史
TAT&T Inc.Stock38,673$91.3 萬0.1%−342−0.9%減碼歷史
DVADavita Inc.COM8,182$92.5 萬0.1%−105−1.3%減碼歷史
AMDAdvanced Micro Devices IncStock8,854$96.8 萬0.1%−161−1.8%減碼歷史
AMTAmerican Tower CorpREIT3,925$98.6 萬0.1%−62−1.6%減碼歷史
PLDPrologis, Inc.REIT6,219$100.4 萬0.1%−98−1.6%減碼歷史
IBPInstalled Building Products, Inc.COM11,908$100.6 萬0.1%00.0%不變歷史
HAINHain Celestial Group IncCOM30,927$106.3 萬0.1%00.0%不變歷史
CHTRCharter Communications, Inc.CL A1,970$107.4 萬0.1%−1−0.1%減碼歷史
IEXIdex CorpCOM5,655$108.4 萬0.1%00.0%不變歷史
SHLSShoals Technologies Group, Inc.CL A64,323$109.6 萬0.1%+20,000+45.1%加碼歷史
USBUS Bancorp DECOM NEW21,279$113.0 萬0.2%−148−0.7%減碼歷史
IPGInterpublic Group of Companies, Inc.COM32,104$113.8 萬0.2%−19−0.1%減碼歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR11,034$115.0 萬0.2%+11,034新進歷史
WBDWarner Bros. Discovery, Inc.COM SER A46,760$116.5 萬0.2%−28−0.1%減碼歷史
EAElectronic Arts Inc.COM9,232$116.7 萬0.2%−6−0.1%減碼歷史
TFCTruist Financial CorpCOM20,596$116.7 萬0.2%−132−0.6%減碼歷史
BKNGBooking Holdings Inc.Stock503$118.1 萬0.2%−9−1.8%減碼歷史
MRKMerck & Co., Inc.Stock14,775$121.2 萬0.2%−244−1.6%減碼歷史
TXNTexas Instruments IncStock6,710$123.1 萬0.2%−125−1.8%減碼歷史
CHPTChargePoint Holdings, Inc.COM CL A63,194$125.6 萬0.2%+15,024+31.2%加碼歷史
QCOMQualcomm IncStock8,255$126.1 萬0.2%−154−1.8%減碼歷史
BLDPBallard Power Systems Inc.COM109,901$128.0 萬0.2%−2,941,389−96.4%減碼歷史

2021 年第 4 季之後清倉(6 檔)

2021 年第 4 季季末還持有、這份申報已經沒有的部位。

Mirova 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
WOLFWolfspeed, Inc.Stock246,958$2,760 萬3.3%歷史
HNSTHonest Company, Inc.COM290,891$235.3 萬0.3%歷史
MNTVMomentive Global Inc.COM106,632$225.5 萬0.3%歷史
FLNCFluence Energy, Inc.COM CL A15,500$55.1 萬0.1%歷史
MRVLMarvell Technology, Inc.COM2,036$17.8 萬<0.1%歷史
KDKyndryl Holdings, Inc.Stock884$1.60 萬<0.1%歷史