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Northwest & Ethical Investments L.P.

Portfolio Manager
Northwest & Ethical Investments L.P.
Performance
+3.08% (2025 Q4)
AUM (13F)
$4.32B
# of Holdings
512
Performance Rank
Allocation (Top 20)
35.4%

Northwest & Ethical Investments L.P. Holdings Map

Top 50 Northwest & Ethical Investments L.P. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
3.79%938.4K$163.8M
+22.56%(+172.75K)
2025-Q1: 739.2K shares2025-Q2: 779.2K shares2025-Q3: 743.9K shares2025-Q4: 765.7K shares2026-Q1: 938.4K shares
$102.34(+130.34%)
2026-03-31
MSFT
MICROSOFT CORP
3.42%399.3K$147.8M
-10.53%(-47.01K)
2025-Q1: 480.5K shares2025-Q2: 474.9K shares2025-Q3: 484.1K shares2025-Q4: 446.3K shares2026-Q1: 399.3K shares
$251.14(+63.03%)
2026-03-31
AVSD
AMERICAN CENTY ETF TR
3.38%1.98M$145.9M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.98M shares2026-Q1: 1.98M shares
$71.28(+11.42%)
2026-03-31
NULG
NUSHARES ETF TR
3.01%1.43M$130.3M
+8.95%(+117.74K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.32M shares2026-Q1: 1.43M shares
$98.28(+13.59%)
2026-03-31
AAPL
APPLE INC
2.39%407.1K$103.4M
+4.67%(+18.18K)
2025-Q1: 381.4K shares2025-Q2: 409.5K shares2025-Q3: 419.8K shares2025-Q4: 388.9K shares2026-Q1: 407.1K shares
$138.26(+115.69%)
2026-03-31
GOOG
ALPHABET INC
2.05%309.5K$88.8M
+2.51%(+7.56K)
2025-Q1: 265.7K shares2025-Q2: 252.4K shares2025-Q3: 290.2K shares2025-Q4: 301.9K shares2026-Q1: 309.5K shares
$129.44(+206.83%)
2026-03-31
RY
ROYAL BK CDA
1.85%494.8K$80.2M
-2.17%(-10.97K)
2025-Q1: 508.3K shares2025-Q2: 500.2K shares2025-Q3: 510.3K shares2025-Q4: 505.8K shares2026-Q1: 494.8K shares
$84.10(+118.60%)
2026-03-31
TD
TORONTO DOMINION BK ONT
1.49%688.5K$64.6M
-4.03%(-28.94K)
2025-Q1: 802.5K shares2025-Q2: 721.2K shares2025-Q3: 700.6K shares2025-Q4: 717.4K shares2026-Q1: 688.5K shares
$53.69(+101.61%)
2026-03-31
AVGO
BROADCOM INC
1.47%204.8K$63.4M
+6.29%(+12.11K)
2025-Q1: 224.1K shares2025-Q2: 227.4K shares2025-Q3: 195.7K shares2025-Q4: 192.6K shares2026-Q1: 204.8K shares
$76.22(+477.02%)
2026-03-31
AMZN
AMAZON COM INC
1.43%296.2K$61.8M
-8.22%(-26.52K)
2025-Q1: 272.1K shares2025-Q2: 266.2K shares2025-Q3: 324.9K shares2025-Q4: 322.7K shares2026-Q1: 296.2K shares
$167.53(+59.51%)
2026-03-31

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