Fund HoldingsNorthwest & Ethical Investments L.P.

Total Portfolio Value
$3.69B
Total Bought
$557.07M
Total Sold
$520.15M
Net Transaction
+$36.92M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
EBAY INC.(EBAY)0388,783+388,783026,3320.71%+26,332
TORONTO DOMINION BK ONT(TD)0802,497+802,497048,1161.31%+48,116
MARVELL TECHNOLOGY INC(MRVL)0265,486+265,486016,3460.44%+16,346
SMITH A O CORP(AOS)0203,377+203,377013,2930.36%+13,293
AMEREN CORP(AEE)96,439210,143+113,7048,59721,0980.57%+12,502
TRAVELERS COMPANIES INC(TRV)077,455+77,455020,4840.56%+20,484
AMERICAN CENTY ETF TR0223,750+223,750011,4960.31%+11,496
COLGATE PALMOLIVE CO(CL)0235,989+235,989022,1120.60%+22,112
CANADIAN PACIFIC KANSAS CITY(CP)0395,770+395,770027,7910.75%+27,791
SPDR GOLD TR(GLD)035,320+35,320010,1770.28%+10,177
INTUIT(INTU)40,09456,674+16,58025,19934,7960.94%+9,597
GILEAD SCIENCES INC(GILD)244,195284,815+40,62022,55631,9140.87%+9,357
MCKESSON CORP(MCK)39,21347,054+7,84122,34831,6670.86%+9,319
VANGUARD BD INDEX FDS0123,890+123,89009,1000.25%+9,100
LINDE PLC(LIN)0107,611+107,611050,1081.36%+50,108
ENBRIDGE INC(ENB)843,563987,592+144,02935,73943,7361.19%+7,996
CME GROUP INC(CME)028,716+28,71607,6170.21%+7,617
VISA INC(V)113,343123,802+10,45935,82143,3881.18%+7,567
CBOE GLOBAL MKTS INC(CBOE)76,80799,513+22,70615,00822,5180.61%+7,510
CANADIAN NAT RES LTD(CNQ)0690,975+690,975021,2740.58%+21,274
CORPAY INC(CPAY)020,542+20,54207,1630.19%+7,163
APPLE INC(AAPL)311,596381,374+69,77878,02984,7082.30%+6,680
WASTE CONNECTIONS INC(WCN)056,462+56,462011,0120.30%+11,012
FRANCO NEV CORP(FNV)0137,709+137,709021,6720.59%+21,672
AMERICAN ELEC PWR CO INC0210,653+210,653023,0180.62%+23,018
AGNICO EAGLE MINES LTD(AEM)0104,888+104,888011,3710.31%+11,371
WASTE MGMT INC DEL(WM)0222,550+222,550051,5231.40%+51,523
BRISTOL-MYERS SQUIBB CO(BMY)73,499162,087+88,5884,1579,8840.27%+5,728
BANK MONTREAL QUE144,108202,639+58,53113,96519,3620.53%+5,397
ROYAL BK CDA(RY)0508,296+508,296057,2911.55%+57,291
PROGRESSIVE CORP(PGR)065,978+65,978018,6700.51%+18,670
MERCK & CO INC(MRK)0375,692+375,692033,7220.91%+33,722
WHEATON PRECIOUS METALS CORP(WPM)0117,399+117,39909,1160.25%+9,116
AT&T INC(T)305,249406,451+101,2026,95011,4940.31%+4,543
COCA COLA CO(KO)0307,083+307,083021,9920.60%+21,992
HCA HEALTHCARE INC(HCA)012,419+12,41904,2910.12%+4,291
T-MOBILE US INC(TMUS)038,158+38,158010,1770.28%+10,177
MASTERCARD INCORPORATED(MA)44,24950,042+5,79323,30027,4280.74%+4,128
NICE LTD(NICE)047,470+47,47007,3180.20%+7,318
AUTOMATIC DATA PROCESSING IN101,295110,513+9,21829,65233,7650.92%+4,113
TC ENERGY CORP(TRP)0302,252+302,252014,2830.39%+14,283
THERMO FISHER SCIENTIFIC INC(TMO)027,758+27,758013,8120.37%+13,812
THOMSON REUTERS CORP044,488+44,48807,6820.21%+7,682
GENPACT LIMITED
SHS
304,582332,336+27,75413,08216,7430.45%+3,661
PROCTER AND GAMBLE CO(PG)0168,332+168,332028,6860.78%+28,686
ELI LILLY & CO(LLY)029,906+29,906024,6970.67%+24,697
S&P GLOBAL INC(SPGI)015,555+15,55507,9030.21%+7,903
INVESCO EXCH TRADED FD TR II048,247+48,24703,5990.10%+3,599
ABBOTT LABS115,637122,438+6,80113,08016,2410.44%+3,162
VERIZON COMMUNICATIONS INC(VZ)0402,743+402,743018,2680.50%+18,268
BROOKFIELD CORP(BN)384,364478,532+94,16822,05225,0580.68%+3,006
MONDELEZ INTL INC(MDLZ)85,936119,245+33,3095,1338,0910.22%+2,958
META PLATFORMS INC(META)54,13460,117+5,98331,69534,6450.94%+2,950
JPMORGAN CHASE & CO.(JPM)93,441103,199+9,75822,39825,3130.69%+2,914
SHOPIFY INC(SHOP)163,955210,029+46,07417,42419,9990.54%+2,575
TELUS CORPORATION(TU)0645,893+645,89309,2700.25%+9,270
STANTEC INC(STN)0216,924+216,924017,9830.49%+17,983
FORTIS INC(FTS)0495,142+495,142022,5680.61%+22,568
RB GLOBAL INC(RBA)188,490193,376+4,88616,98219,4200.53%+2,438
PALO ALTO NETWORKS INC(PANW)028,741+28,74104,9040.13%+4,904
BECTON DICKINSON & CO(BDX)23,71933,679+9,9605,3817,7150.21%+2,333
PAYCHEX INC(PAYX)041,282+41,28206,3690.17%+6,369
MARSH & MCLENNAN COS INC(MRSH)099,714+99,714024,3330.66%+24,333
CANADIAN NATL RY CO(CNI)306,201341,221+35,02031,03833,2260.90%+2,187
CONSOLIDATED EDISON INC(ED)044,747+44,74704,9490.13%+4,949
SALESFORCE INC(CRM)39,56457,217+17,65313,22715,3540.42%+2,127
CISCO SYS INC(CSCO)0125,023+125,02307,7150.21%+7,715
GENERAL MLS INC(GIS)0132,577+132,57707,9270.22%+7,927
F5 INC(FFIV)012,458+12,45803,3170.09%+3,317
AMERICAN INTL GROUP INC38,95255,305+16,3532,8364,8080.13%+1,973
VENTAS INC(VTR)050,817+50,81703,4930.09%+3,493
ECOLAB INC(ECL)14,56720,682+6,1153,4135,2430.14%+1,830
SUNCOR ENERGY INC NEW(SU)0244,579+244,57909,4760.26%+9,476
DESCARTES SYS GROUP INC(DSGX)043,521+43,52104,3850.12%+4,385
SHELL PLC(SHEL)0276,106+276,106020,2330.55%+20,233
XYLEM INC(XYL)227,122234,430+7,30826,35128,0050.76%+1,654
RELX PLC(RELX)0221,725+221,725011,1770.30%+11,177
SCHWAB CHARLES CORP(SCHW)020,400+20,40001,5940.04%+1,594
HARTFORD INSURANCE GROUP INC(HIG)037,772+37,77204,6740.13%+4,674
RENAISSANCERE HLDGS LTD(RNR)84,79893,907+9,10921,09922,5380.61%+1,439
WELLS FARGO CO NEW(WFC)019,447+19,44701,3940.04%+1,394
TECK RESOURCES LTD(TECK)0135,745+135,74504,9480.13%+4,948
PEPSICO INC(PEP)032,017+32,01704,8010.13%+4,801
PAN AMERN SILVER CORP(PAAS)0108,059+108,05902,7930.08%+2,793
UNUM GROUP(UNM)018,734+18,73401,5240.04%+1,524
WILLIS TOWERS WATSON PLC LTD(WTW)030,083+30,083010,1670.28%+10,167
SUN LIFE FINANCIAL INC.(SLF)688,974735,766+46,79240,83542,1351.14%+1,300
PHILLIPS 66(PSX)029,748+29,74803,6730.10%+3,673
ROGERS COMMUNICATIONS INC(RCI)344,131443,299+99,16810,56011,8460.32%+1,285
METLIFE INC(MET)022,827+22,82701,8300.05%+1,830
EVEREST GROUP LTD(EG)038,983+38,983014,1640.38%+14,164
GILDAN ACTIVEWEAR INC(GIL)083,018+83,01803,6720.10%+3,672
AMERICAN TOWER CORP NEW(AMT)040,937+40,93708,9080.24%+8,908
MEDTRONIC PLC(MDT)033,792+33,79203,0370.08%+3,037
CELESTICA INC(CLS)032,520+32,52002,5670.07%+2,567
RESMED INC(RMD)13,22618,777+5,5513,0254,2030.11%+1,179
CADENCE DESIGN SYSTEM INC(CDNS)04,607+4,60701,1720.03%+1,172
ISHARES INC031,400+31,40001,1630.03%+1,163
SHERWIN WILLIAMS CO(SHW)34,61637,009+2,39311,76712,9230.35%+1,156
REINSURANCE GRP OF AMERICA I(RGA)040,730+40,73008,0170.22%+8,017
Page 1 of 1