Northwest & Ethical Investments L.P. Portfolio Holdings

Northwest & Ethical Investments L.P.

  • $3.68 Trillion
  • Q4 2024

Northwest & Ethical Investments L.P. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.68 Trillion distributed in 494 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $192B, Nvidia Corp with a value of $89.4B, Apple Inc. with a value of $78B, Broadcom Inc. with a value of $68.4B, and Amazon Com Inc with a value of $61.1B.

Examining the 13F form we can see an decrease of $106B in the current position value, from $3.79T to 3.68T.

Northwest & Ethical Investments L.P. is based out at Toronto, A6

Below you can find more details about Northwest & Ethical Investments L.P. portfolio as well as his latest detailed transactions.

Portfolio value $3.68 Trillion
Technology: $936 Billion
Financial Services: $545 Billion
Healthcare: $429 Billion
Industrials: $422 Billion
Consumer Cyclical: $270 Billion
Communication Services: $252 Billion
Utilities: $183 Billion
Energy: $121 Billion
Other: $330 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.6B
$492 Million 0.01% of portfolio
14,700
Q4 2024 Added 110.0%
Zscaler Inc
-
$188 Million 0.01% of portfolio
-
Q2 2024 New
$9.67B
$211 Million 0.01% of portfolio
2,450
Q4 2024 Added 63.33%
$12.8B
$302 Million 0.01% of portfolio
5,268
Q3 2024 Reduced 87.54%
$16.3B
$212 Million 0.01% of portfolio
2,900
Q4 2024 New
$41.2B
$488 Million 0.01% of portfolio
10,271
Q4 2024 Reduced 77.5%
$33.3B
$285 Million 0.01% of portfolio
2,650
Q4 2024 Added 32.5%
$43.5B
$253 Million 0.01% of portfolio
360
Q4 2024 Reduced 39.7%
$3.49B
$223 Million 0.01% of portfolio
50,251
Q4 2024 Added 6.57%
$45.3B
$290 Million 0.01% of portfolio
2,075
Q4 2024 Reduced 7.78%
$6.66B
$323 Million 0.01% of portfolio
2,875
Q4 2024 Added 21.05%
$10.4B
$239 Million 0.01% of portfolio
2,400
Q4 2024 Added 9.09%
$17.9B
$197 Million 0.01% of portfolio
1,825
Q4 2024 New
$33.5B
$531 Million 0.01% of portfolio
8,764
Q4 2024 Reduced 4.57%
Dexcom Inc
-
$288 Million 0.01% of portfolio
-
Q2 2024 New
$86B
$533 Million 0.01% of portfolio
3,231
Q4 2024 Reduced 15.66%
$20B
$274 Million 0.01% of portfolio
1,920
Q4 2024 Reduced 21.31%
$3.54B
$313 Million 0.01% of portfolio
127,918
Q4 2024 Reduced 0.72%
Veren Inc
-
$231 Million 0.01% of portfolio
-
Q4 2024 Added 17.59%
$15.2B
$520 Million 0.01% of portfolio
3,048
Q4 2024 Added 0.26%
Reddit Inc
-
$404 Million 0.01% of portfolio
-
Q4 2024 New
$3.19B
$268 Million 0.01% of portfolio
8,000
Q4 2024 Added 66.67%
Granite Real Estate Invt Tr
-
$201 Million 0.01% of portfolio
-
Q4 2024 New
Insulet Corp
-
$292 Million 0.01% of portfolio
-
Q3 2024 New
$5.59B
$391 Million 0.01% of portfolio
13,625
Q4 2024 Reduced 7.81%
$70.7B
$287 Million 0.01% of portfolio
5,400
Q4 2024 Added 20.0%
Nuvasive Inc
-
$256 Million 0.01% of portfolio
-
Q3 2024 Reduced 50.0%
$35.8B
$413 Million 0.01% of portfolio
11,100
Q4 2024 Reduced 24.49%
$8.53B
$186 Million 0.01% of portfolio
1,200
Q4 2024 Reduced 31.43%
$61.3B
$224 Million 0.01% of portfolio
432
Q3 2024 Reduced 18.8%
Rapid7 Inc
-
$185 Million 0.01% of portfolio
-
Q2 2024 New
$2.91B
$312 Million 0.01% of portfolio
4,475
Q4 2024 Added 18.98%
$0
$212 Million 0.01% of portfolio
8,900
Q3 2024 New
$70.2B
$197 Million 0.01% of portfolio
1,025
Q4 2024 Reduced 86.66%
$8.11B
$448 Million 0.01% of portfolio
3,925
Q4 2024 Added 180.36%
$615M
$197 Million 0.01% of portfolio
3,222
Q4 2024 Reduced 4.08%
Primo Brands Corporation
-
$326 Million 0.01% of portfolio
-
Q4 2024 New
$10.8B
$213 Million 0.01% of portfolio
12,200
Q4 2024 Added 45.24%
$144M
$346 Million 0.01% of portfolio
46,200
Q4 2024 Added 94.94%
$2.7B
$461 Million 0.01% of portfolio
83,353
Q4 2024 New
$1.17B
$238 Million 0.01% of portfolio
14,700
Q4 2024 New
$6.84B
$191 Million 0.01% of portfolio
1,150
Q4 2024 Added 9.52%
$38.7B
$306 Million 0.01% of portfolio
970
Q4 2024 Reduced 9.35%
$35.5B
$271 Million 0.01% of portfolio
560
Q3 2024 Added 12.0%
$68.7B
$283 Million 0.01% of portfolio
1,000
Q4 2024 Reduced 83.42%
$11.7B
$483 Million 0.01% of portfolio
8,420
Q4 2024 New
$7.89B
$406 Million 0.01% of portfolio
3,627
Q4 2024 Reduced 4.58%
$8.96B
$313 Million 0.01% of portfolio
22,706
Q4 2024 Reduced 33.14%
$26.5B
$424 Million 0.01% of portfolio
1,300
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 494
  • Current Value $3.68 Trillion
  • Prior Value $3.79 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 55 stocks
  • Additional Purchases 193 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 173 stocks
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