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CIK: 0002033536
Total reported value
$4.3B
$4.3B
485 檔
8.8%
According to the latest 13F quarterly dataset, Northwest & Ethical Investments L.P. managed an equity portfolio of $4.3B at the end of Q1 2024, spanning 485 distinct U.S. exchange-listed positions.
During Q1 2024, Northwest & Ethical Investments L.P.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 485 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.95% | -0.09% | +5.97% | |
| 2 | WM | Waste Management Inc | Stock-Industrials | 1.57% | -0.06% | -2.08% | |
| 3 | RSG | Republic Services Inc | Stock-Industrials | 1.53% | -0.06% | +0.67% | |
| 4 | RY | Royal Bank Of Canada | Stock-Financials | 1.41% | +0.39% | -5.55% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | +0.45% | -5.34% | |
| 6 | LIN | Linde plc | Stock-Materials | 1.37% | -0.25% | -7.77% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.24% | -4.07% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.26% | +0.45% | -3.41% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.24% | +0.12% | -1.43% | |
| 10 | A | Agilent Technologies Inc | Stock-Healthcare | 1.22% | +0.04% | -1.02% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | -0.46% | +3.74% | |
| 12 | TXN | Texas Instruments Inc | Stock-Tech | 1.12% | -0.03% | +1.51% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.10% | -2.78% | |
| 14 | GIB | Cgi Inc | Stock-Tech | 1.08% | +0.09% | +6.45% | |
| 15 | TD | Toronto-dominion Bank | Stock-Financials | 1.07% | +0.26% | -9.25% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.06% | -0.05% | +4.62% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.04% | -0.06% | +61.99% | |
| 18 | WAT | Waters CORP | Stock-Healthcare | 1.01% | -0.37% | -1.07% | |
| 19 | PNR | Pentair plc | Stock-Industrials | 0.95% | — | -1.02% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.06% | +21.40% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.04% | +3.91% | |
| 22 | ADSK | Autodesk Inc | Stock-Tech | 0.93% | +0.07% | +5.21% | |
| 23 | AZO | Autozone Inc | Stock-Consumer Disc | 0.92% | -0.12% | +20.81% | |
| 24 | SLF | Sun Life Financial Inc | Stock-Financials | 0.91% | +0.11% | +3.18% | |
| 25 | IEX | Idex CORP | Stock-Industrials | 0.91% | — | NEW | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | — | +7.43% | |
| 27 | MTD | Mettler-toledo International | Stock-Healthcare | 0.88% | — | +8.78% | |
| 28 | AWK | American Water Works Co Inc | Stock-Utilities | 0.87% | -0.09% | +46.93% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.41% | -11.72% | |
| 30 | TEL | TE Connectivity plc | Stock-Tech | 0.84% | — | +5.74% | |
| 31 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.81% | +0.09% | -30.15% | |
| 32 | ENB | Enbridge Inc | Stock-Energy | 0.79% | +0.06% | +2.10% | |
| 33 | TT | Trane Technologies plc | Stock-Industrials | 0.79% | +0.24% | -26.02% | |
| 34 | AKX | Ansys Inc | Stock-Other | 0.75% | — | +6.36% | |
| 35 | HUBB | Hubbell Inc | Stock-Industrials | 0.75% | -0.25% | +7.22% | |
| 36 | TRP | Tc Energy CORP | Stock-Energy | 0.72% | -0.03% | -11.09% | |
| 37 | URI | United Rentals Inc | Stock-Industrials | 0.72% | — | NEW | |
| 38 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.71% | — | -1.02% | |
| 39 | BALL | Ball CORP | Stock-Consumer Disc | 0.70% | — | -10.07% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | +0.34% | +21.66% | |
| 41 | CARR | Carrier Global CORP | Stock-Industrials | 0.68% | — | +45.27% | |
| 42 | MGA | Magna International Inc | Stock-Consumer Disc | 0.68% | +0.05% | -4.41% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.10% | -3.64% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.64% | — | +3.60% | |
| 45 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.61% | — | -32.18% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.61% | — | -7.59% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.60% | -0.33% | +2.51% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.02% | +284.11% | |
| 49 | VLTO | Veralto CORP | Stock-Industrials | 0.59% | +0.07% | +13.12% | |
| 50 | BN | Brookfield CORP | Stock-Financials | 0.59% | -0.03% | -25.78% |
According to official SEC Form 13F filings, Northwest & Ethical Investments L.P. reported a total U.S. public equity portfolio value of $4.3B across 485 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, WM, RSG) accounted for 8.8% of total reported equity market value during Q1 2024.
During Q1 2024, Northwest & Ethical Investments L.P.'s top holdings by market value included MSFT (5.0%)、WM (1.6%)、RSG (1.5%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q1 2024, Northwest & Ethical Investments L.P. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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