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Northwest & Ethical Investments L.P.13F | |
| Northwest & Ethical Investments L.P. | |
| Last update 2025-07-09 | 465 Stocks (52 new) |
| Value $3.69 Bil | Turnover 14 % |
Northwest & Ethical Investment... 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 | 480,539 | 180,383.3 | +5.38% | 4.890 | +0.25% | 0.010 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AAPL | Apple Inc | 381,374 | 84,708.4 | +22.39% | 2.300 | +0.42% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
NVDA | NVIDIA Corp | 739,204 | 80,108.6 | +11.03% | 2.170 | +0.22% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
RY | Royal Bank of Canada | 508,296 | 57,291.0 | +17.07% | 1.550 | +0.23% | 0.040 | +14.99% | +13.34% | 188,338.9 | Banks | |
AMZN | Amazon.com Inc | 272,140 | 51,773.5 | -2.28% | 1.400 | -0.04% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
WM | Waste Management Inc | 222,550 | 51,522.6 | -1.56% | 1.400 | -0.02% | 0.060 | +0.12% | +13.86% | 91,797.3 | Waste Management | |
LIN | Linde PLC | 107,611 | 50,108.0 | +8.91% | 1.360 | +0.11% | 0.020 | +5.19% | +12.99% | 221,235.8 | Chemicals | |
TD | The Toronto-Dominion Bank | 802,497 | 48,115.9 | +38.48% | 1.310 | +0.36% | 0.050 | +23.22% | +46.89% | 129,098.4 | Banks | |
A | Agilent Technologies Inc | 385,655 | 45,113.9 | +14.09% | 1.220 | +0.15% | 0.140 | +14.02% | -10.69% | 33,937.2 | Medical Diagnostics & Research | |
ENB | Enbridge Inc | 987,592 | 43,735.7 | +17.07% | 1.190 | +0.17% | 0.050 | +1.26% | +10.44% | 98,632.8 | Oil & Gas |
Northwest & Ethical Investments L.P.'s Historical Top Holdings Breakdowns
Northwest & Ethical Investments L.P.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
EBAY | eBay Inc | 2025-03-31 | Add Add | +0.57% | 61.61 ($66.65) 70.93 | $81.93 | 22.93% | Add 418.57% | 388,783 | 313,811 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.45% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | Reduce -24% | 224,138 | -70,778 | |
MRVL | Marvell Technology Inc | 2025-03-31 | New Buy New Buy | +0.44% | 61.57 ($97.02) 126.06 | $73.27 | -24.48% | New holding | 265,486 | 265,486 | |
STE | Steris PLC | 2025-03-31 | Sold Out Sold Out | -0.43% | 202.46 ($219.95) 232.74 | $225.47 | 2.51% | Sold Out | 0 | -77,717 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.42% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Add 22.39% | 381,374 | 69,778 | |
AOS | A.O. Smith Corp | 2025-03-31 | New Buy New Buy | +0.36% | 65.16 ($67.58) 72.69 | $71.38 | 5.62% | New holding | 203,377 | 203,377 | |
TD | The Toronto-Dominion Bank | 2025-03-31 | Add Add | +0.36% | 53.12 ($58.22) 61.15 | $75.35 | 29.42% | Add 38.48% | 802,497 | 223,000 | |
WAT | Waters Corp | 2025-03-31 | Reduce Reduce | -0.36% | 362.16 ($387.18) 417.28 | $295.63 | -23.65% | Reduce -38.26% | 56,925 | -35,279 | |
AWK | American Water Works Co Inc | 2025-03-31 | Reduce Reduce | -0.34% | 121.01 ($131.75) 149.31 | $141.88 | 7.69% | Reduce -79.82% | 24,765 | -97,964 | |
CGNX | Cognex Corp | 2025-03-31 | Reduce Reduce | -0.34% | 29.83 ($35.22) 41.02 | $34.61 | -1.73% | Reduce -58.32% | 248,212 | -347,321 |
Northwest & Ethical Investments L.P. Total Holding History ($B)
Northwest & Ethical Investments L.P.'s Asset Allocation
Northwest & Ethical Investments L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Northwest & Ethical Investments L.P.'s Hypothetical Growth since 2025-03-31
Northwest & Ethical Investments L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Northwest & Ethical Investments L.P.'s Holdings Heat Map
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Northwest & Ethical Investments L.P.'s Holdings Bubble Chart
Northwest & Ethical Investments L.P. News
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