Fund HoldingsNorthwest & Ethical Investments L.P.

Total Portfolio Value
$2.98B
Total Bought
$266.90M
Total Sold
$355.66M
Net Transaction
-$88.77M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
IMPERIAL OIL LTD(IMO)0239,075+239,075014,7260.49%+14,726
CARRIER GLOBAL CORPORATION(CARR)0188,605+188,605010,4110.35%+10,411
EXELON CORP(EXC)0288,392+288,392010,8980.37%+10,898
ELEVANCE HEALTH INC(ELV)020,869+20,86909,0870.31%+9,087
WALMART INC(WMT)090,583+90,583014,4870.49%+14,487
UNITEDHEALTH GROUP INC(UNH)82,95192,613+9,66239,87046,6941.57%+6,825
INTUIT(INTU)025,840+25,840013,2030.44%+13,203
PROCTER AND GAMBLE CO(PG)99,673147,449+47,77615,12421,5070.72%+6,382
ANALOG DEVICES INC(ADI)046,134+46,13408,0780.27%+8,078
GALLAGHER ARTHUR J & CO(AJG)025,353+25,35305,7790.19%+5,779
VERTEX PHARMACEUTICALS INC(VRTX)038,515+38,515013,3930.45%+13,393
RB GLOBAL INC(RBA)0161,550+161,550010,1150.34%+10,115
ACCENTURE PLC IRELAND
SHS CLASS A
037,436+37,436011,4970.39%+11,497
MCDONALDS CORP(MCD)021,280+21,28005,6060.19%+5,606
PUBLIC STORAGE(PSA)019,835+19,83505,2270.18%+5,227
CAMPBELL SOUP CO(CPB)0138,341+138,34105,6830.19%+5,683
BERKSHIRE HATHAWAY INC DEL013,193+13,19304,6210.16%+4,621
JUNIPER NETWORKS INC0208,981+208,98105,8080.20%+5,808
ISHARES TR044,100+44,10003,9110.13%+3,911
PFIZER INC(PFE)0364,646+364,646012,0950.41%+12,095
PDD HOLDINGS INC(PDD)063,138+63,13806,1920.21%+6,192
HESS CORP066,639+66,639010,1960.34%+10,196
AMGEN INC(AMGN)034,631+34,63109,3070.31%+9,307
VERIZON COMMUNICATIONS INC(VZ)343,863504,864+161,00112,78816,3630.55%+3,574
CONSOLIDATED EDISON INC(ED)064,540+64,54005,5200.19%+5,520
APTIV PLC(APTV)247,758292,128+44,37025,29428,8010.97%+3,507
EATON CORP PLC(ETN)016,110+16,11003,4360.12%+3,436
SHELL PLC(SHEL)209,891249,974+40,08312,67316,0930.54%+3,420
FIRST INDL RLTY TR INC(FR)070,820+70,82003,3700.11%+3,370
COMCAST CORP NEW(CCZ)368,128416,086+47,95815,29618,4490.62%+3,153
GILEAD SCIENCES INC(GILD)186,237232,848+46,61114,35317,4500.59%+3,096
EDISON INTL(EIX)0104,482+104,48206,6130.22%+6,613
CBOE GLOBAL MKTS INC(CBOE)044,568+44,56806,9620.23%+6,962
AUTOMATIC DATA PROCESSING IN66,50671,938+5,43214,61717,3070.58%+2,689
SPDR S&P 500 ETF TR(SPY)29,00036,300+7,30012,85515,5170.52%+2,662
METTLER TOLEDO INTERNATIONAL(MTD)14,13419,037+4,90318,53921,0940.71%+2,556
META PLATFORMS INC(META)79,96484,906+4,94222,94825,4900.86%+2,541
CANADIAN NAT RES LTD(CNQ)292,093292,799+70616,42218,9360.64%+2,514
TRAVELERS COMPANIES INC(TRV)065,768+65,768010,7410.36%+10,741
PUBLIC SVC ENTERPRISE GRP IN(PEG)0125,603+125,60307,1480.24%+7,148
RENEW ENERGY GLOBAL PLC(RNW)01,645,084+1,645,08408,9330.30%+8,933
GENERAL MLS INC(GIS)0176,509+176,509011,2950.38%+11,295
ICICI BANK LIMITED(IBN)0462,003+462,003010,6810.36%+10,681
BOOKING HOLDINGS INC(BKNG)02,327+2,32707,1760.24%+7,176
ALPHABET INC(GOOG)363,363345,828-17,53543,95645,5971.53%+1,641
KLA CORP(KLAC)27,29732,319+5,02213,24014,8230.50%+1,584
MOTOROLA SOLUTIONS INC(MSI)05,450+5,45001,4840.05%+1,484
ELECTRONIC ARTS INC(EA)110,180130,754+20,57414,29015,7430.53%+1,452
VISA INC(V)94,689104,035+9,34622,48723,9290.80%+1,442
AMERICAN ELEC PWR CO INC0119,143+119,14308,9620.30%+8,962
AMAZON COM INC(AMZN)146,130160,478+14,34819,03220,4000.69%+1,368
ULTA BEAUTY INC(ULTA)017,715+17,71507,0760.24%+7,076
WHEATON PRECIOUS METALS CORP(WPM)0100,619+100,61904,0830.14%+4,083
ZIMMER BIOMET HOLDINGS INC(ZBH)011,335+11,33501,2720.04%+1,272
PACKAGING CORP AMER(PKG)070,237+70,237010,7850.36%+10,785
CSX CORP(CSX)0345,161+345,161010,6140.36%+10,614
TRACTOR SUPPLY CO(TSCO)027,061+27,06105,4950.18%+5,495
MSCI INC(MSCI)05,533+5,53302,8390.10%+2,839
GEN DIGITAL INC(GEN)593,826687,055+93,22911,01512,1470.41%+1,132
EXXON MOBIL CORP08,821+8,82101,0370.03%+1,037
CENOVUS ENERGY INC(CVE)0332,419+332,41906,9210.23%+6,921
NORTH AMERN CONSTR GROUP LTD045,900+45,90009950.03%+995
DOCEBO INC023,600+23,60009570.03%+957
HOWARD HUGHES HOLDINGS INC(HHH)011,936+11,93608850.03%+885
NEW YORK TIMES CO(NYT)088,385+88,38503,6410.12%+3,641
AGILENT TECHNOLOGIES INC(A)266,018293,903+27,88531,98932,8641.10%+875
CINTAS CORP(CTAS)01,779+1,77908560.03%+856
AMEREN CORP(AEE)010,803+10,80308080.03%+808
WATERS CORP(WAT)103,044103,044027,46528,2560.95%+790
CVS HEALTH CORP(CVS)052,034+52,03403,6330.12%+3,633
ALGONQUIN PWR UTILS CORP0280,977+280,97701,6630.06%+1,663
MASTERCARD INCORPORATED(MA)36,03837,660+1,62214,17414,9100.50%+736
PRECISION DRILLING CORP(PDS)012,003+12,00308040.03%+804
MERCADOLIBRE INC(MELI)08,335+8,335010,5680.36%+10,568
ISHARES TR
CORE MSCI EAFE
280,872305,172+24,30018,95919,6380.66%+679
AMDOCS LTD(DOX)0126,534+126,534010,6910.36%+10,691
TRANSALTA CORP(TAC)098,908+98,90808610.03%+861
MOLSON COORS BEVERAGE CO(TAP)09,175+9,17505830.02%+583
PHILLIPS 66(PSX)04,825+4,82505800.02%+580
NUTRIEN LTD(NTR)264,735262,381-2,35415,62916,2040.54%+574
AON PLC(AON)01,741+1,74105640.02%+564
ARCHER DANIELS MIDLAND CO07,463+7,46305630.02%+563
CLOROX CO DEL(CLX)04,143+4,14305430.02%+543
AFLAC INC(AFL)097,147+97,14707,4560.25%+7,456
COSTCO WHSL CORP NEW(COST)015,415+15,41508,7090.29%+8,709
GENTEX CORP(GNTX)0193,933+193,93306,3110.21%+6,311
SYSCO CORP(SYY)016,236+16,23601,0720.04%+1,072
MASTERBRAND INC(MBC)070,784+70,78408600.03%+860
CDW CORP(CDW)021,873+21,87304,4130.15%+4,413
PNC FINL SVCS GROUP INC(PNC)06,885+6,88508450.03%+845
PROGRESSIVE CORP(PGR)055,104+55,10407,6760.26%+7,676
ADOBE INC(ADBE)38,35537,495-86018,75519,1190.64%+363
NEW GOLD INC CDA0361,538+361,53803330.01%+333
PRIMO WATER CORPORATION023,900+23,90003300.01%+330
VIEMED HEALTHCARE INC047,589+47,58903190.01%+319
FEDEX CORP(FDX)018,139+18,13904,8050.16%+4,805
SELECTIVE INS GROUP INC(SIGI)041,389+41,38904,2700.14%+4,270
TJX COS INC NEW(TJX)071,255+71,25506,3330.21%+6,333
EQUINOX GOLD CORP(EQX)0113,644+113,64404780.02%+478
TRIMBLE INC(TRMB)315,050315,050016,67916,9690.57%+290
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