Fund HoldingsNorthwest & Ethical Investments L.P.

Total Portfolio Value
$3.79B
Total Bought
$528.61M
Total Sold
$318.48M
Net Transaction
+$210.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TE CONNECTIVITY PLC(TEL)0182,681+182,681027,5830.73%+27,583
UNION PAC CORP(UNP)0124,030+124,030030,5710.81%+30,571
FISERV INC(FISV)0207,643+207,643037,3030.99%+37,303
RENAISSANCERE HLDGS LTD(RNR)062,724+62,724017,0860.45%+17,086
RB GLOBAL INC(RBA)0188,583+188,583015,1790.40%+15,179
CROWN HLDGS INC(CCK)0149,678+149,678014,3510.38%+14,351
APPLE INC(AAPL)289,458314,787+25,32960,96573,3461.94%+12,381
QUALCOMM INC(QCOM)23,27594,201+70,9264,63616,0190.42%+11,383
SYNOPSYS INC(SNPS)30,51957,617+27,09818,16029,1770.77%+11,016
COGNEX CORP(CGNX)335,719642,737+307,01815,69826,0310.69%+10,333
AUTOZONE INC(AZO)013,384+13,384042,1601.11%+42,160
AUTOMATIC DATA PROCESSING IN61,89488,755+26,86114,77324,5610.65%+9,788
UNITEDHEALTH GROUP INC(UNH)94,67697,725+3,04948,21457,1381.51%+8,924
NETAPP INC(NTAP)066,899+66,89908,2630.22%+8,263
AMERICAN ELEC PWR CO INC0225,992+225,992023,1870.61%+23,187
ORACLE CORP(ORCL)174,641191,938+17,29724,65932,7060.86%+8,047
MICROSOFT CORP(MSFT)408,229441,738+33,509182,456190,0805.02%+7,624
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
041,400+41,40007,4170.20%+7,417
M & T BK CORP(MTB)053,473+53,47309,5250.25%+9,525
LINDE PLC(LIN)0101,254+101,254048,2841.28%+48,284
ENBRIDGE INC(ENB)0838,283+838,283034,0560.90%+34,056
ABBVIE INC(ABBV)0189,075+189,075037,3390.99%+37,339
STANTEC INC(STN)110,830198,539+87,7099,27815,9660.42%+6,688
TORONTO DOMINION BK ONT(TD)0675,492+675,492042,7181.13%+42,718
SERVICENOW INC(NOW)14,10819,324+5,21611,09817,2830.46%+6,185
ELI LILLY & CO(LLY)28,12335,277+7,15425,46231,2530.83%+5,792
GILEAD SCIENCES INC(GILD)0234,572+234,572019,6670.52%+19,667
MARSH & MCLENNAN COS INC(MRSH)78,73099,886+21,15616,59022,2840.59%+5,694
AMERICAN TOWER CORP NEW(AMT)39,87257,803+17,9317,75013,4430.35%+5,692
ISHARES TR
MSCI USA MIN ETF
53,700109,700+56,0004,50910,0170.26%+5,508
BROADCOM INC(AVGO)33,555343,673+310,11853,87359,2841.57%+5,411
RELX PLC(RELX)0199,461+199,46109,4660.25%+9,466
AMERIPRISE FINL INC(AMP)011,094+11,09405,2120.14%+5,212
CONSTELLATION ENERGY CORP(CEG)029,587+29,58707,6930.20%+7,693
THERMO FISHER SCIENTIFIC INC(TMO)021,092+21,092013,0470.34%+13,047
CRH PLC
ORD
053,164+53,16404,9300.13%+4,930
SUN LIFE FINANCIAL INC.(SLF)0589,272+589,272034,1850.90%+34,185
PUBLIC STORAGE OPER CO(PSA)038,548+38,548014,0260.37%+14,026
EBAY INC.(EBAY)068,900+68,90004,4860.12%+4,486
NEW YORK TIMES CO(NYT)207,906270,489+62,58310,64715,0580.40%+4,411
AGILENT TECHNOLOGIES INC(A)332,577319,981-12,59643,11247,5111.25%+4,399
MERCADOLIBRE INC(MELI)9,7449,945+20116,01320,4070.54%+4,394
SHERWIN WILLIAMS CO(SHW)14,49622,534+8,0384,3268,6010.23%+4,275
NVIDIA CORPORATION(NVDA)587,269632,115+44,84672,55076,7642.03%+4,214
TELUS INTL CDA INC01,821,074+1,821,07407,1100.19%+7,110
SUNRUN INC(RUN)0225,528+225,52804,0730.11%+4,073
WALMART INC(WMT)0301,784+301,784024,3690.64%+24,369
HUBBELL INC(HUBB)062,216+62,216026,6500.70%+26,650
ISHARES TR
CORE MSCI EAFE
309,772333,072+23,30022,50225,9960.69%+3,495
SHELL PLC(SHEL)250,028322,691+72,66318,04721,2810.56%+3,235
BOSTON SCIENTIFIC CORP(BSX)38,76274,098+35,3362,9856,2100.16%+3,224
ARCH CAP GROUP LTD
ORD
028,410+28,41003,1790.08%+3,179
IQVIA HLDGS INC(IQV)013,400+13,40003,1750.08%+3,175
EXELON CORP(EXC)330,564360,267+29,70311,44114,6090.39%+3,168
CARRIER GLOBAL CORPORATION(CARR)404,958356,307-48,65125,54428,6790.76%+3,135
CLEARWAY ENERGY INC(CWEN)575,862565,508-10,35414,21817,3500.46%+3,132
FORTIS INC(FTS)0462,831+462,831021,0310.56%+21,031
SHOPIFY INC(SHOP)0171,374+171,374013,7320.36%+13,732
GENPACT LIMITED
SHS
0290,166+290,166011,3770.30%+11,377
AMDOCS LTD(DOX)0176,035+176,035015,4000.41%+15,400
ROYAL BK CDA(RY)477,373429,016-48,35750,82353,5511.41%+2,728
HIGH TIDE INC192,85717,728-175,1295,0547,7370.20%+2,683
BROOKFIELD ASSET MANAGMT LTD(BAM)0273,162+273,162012,9160.34%+12,916
ORMAT TECHNOLOGIES INC(ORA)034,447+34,44702,6500.07%+2,650
COLGATE PALMOLIVE CO(CL)102,066120,910+18,8449,90412,5520.33%+2,647
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
073,105+73,10502,5660.07%+2,566
DUOLINGO INC(DUOL)09,000+9,00002,5380.07%+2,538
MASTERCARD INCORPORATED(MA)039,993+39,993019,7490.52%+19,749
COMCAST CORP NEW(CCZ)0442,654+442,654018,4900.49%+18,490
DOMINION ENERGY INC(D)0251,445+251,445014,5310.38%+14,531
CANADIAN IMPERIAL BK COMM(CM)0193,814+193,814011,8900.31%+11,890
VOYA FINANCIAL INC(VOYA)030,500+30,50002,4160.06%+2,416
DESCARTES SYS GROUP INC(DSGX)023,361+23,36102,4040.06%+2,404
CBOE GLOBAL MKTS INC(CBOE)043,508+43,50808,9130.24%+8,913
VERIZON COMMUNICATIONS INC(VZ)440,139457,015+16,87618,15120,5250.54%+2,373
UNITED PARCEL SERVICE INC(UPS)38,67455,829+17,1555,2927,6120.20%+2,319
META PLATFORMS INC(META)052,645+52,645030,1360.80%+30,136
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
080,303+80,30302,2610.06%+2,261
AMAZON COM INC(AMZN)170,952188,855+17,90333,03635,1900.93%+2,153
BRIGHT HORIZONS FAM SOL IN D(BFAM)015,000+15,00002,1020.06%+2,102
YUM BRANDS INC(YUM)094,810+94,810013,2460.35%+13,246
ABBOTT LABS070,919+70,91908,0850.21%+8,085
S&P GLOBAL INC(SPGI)14,89016,784+1,8946,6418,6710.23%+2,030
CLEAN HARBORS INC(CLH)08,867+8,86702,1430.06%+2,143
AECOM(ACM)069,741+69,74107,2020.19%+7,202
PALO ALTO NETWORKS INC(PANW)06,600+6,60002,2560.06%+2,256
PENTAIR PLC(PNR)0296,388+296,388028,9840.77%+28,984
THE CIGNA GROUP(CI)62,98965,564+2,57520,82222,7140.60%+1,892
HOME DEPOT INC(HD)06,605+6,60502,6760.07%+2,676
WILLIS TOWERS WATSON PLC LTD(WTW)028,792+28,79208,4800.22%+8,480
PROCTER AND GAMBLE CO(PG)0142,060+142,060024,6050.65%+24,605
BANK NOVA SCOTIA HALIFAX0251,862+251,862013,7240.36%+13,724
ANALOG DEVICES INC(ADI)44,47651,227+6,75110,15211,7910.31%+1,639
ILLUMINA INC(ILMN)062,662+62,66208,1720.22%+8,172
FORTUNE BRANDS INNOVATIONS I(FBIN)042,240+42,24003,7820.10%+3,782
CANADIAN PACIFIC KANSAS CITY(CP)195,308197,630+2,32215,38116,9040.45%+1,523
NEWMONT CORP(NEM)187,804175,203-12,6017,8639,3650.25%+1,501
BANK AMERICA CORP430,861469,174+38,31317,13518,6170.49%+1,482
LOWES COS INC(LOW)042,760+42,760011,5820.31%+11,582
VENTAS INC(VTR)026,214+26,21401,6810.04%+1,681
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