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
Block Inc
-
$247 Million 0.01% of portfolio
-
Q2 2024 New
$2.93B
$473 Million 0.01% of portfolio
91,623
Q4 2024 Added 4.58%
$100B
$470 Million 0.01% of portfolio
3,180
Q4 2024 Reduced 18.04%
$18.1B
$313 Million 0.01% of portfolio
14,200
Q4 2024 Added 42.0%
$43.8B
$297 Million 0.01% of portfolio
4,139
Q4 2024 Reduced 4.61%
$2.37B
$221 Million 0.01% of portfolio
33,501
Q4 2024 Added 2.51%
$0
$364 Million 0.01% of portfolio
5,204
Q2 2024 New
$15.9B
$207 Million 0.01% of portfolio
5,648
Q4 2024 Added 5.61%
$37.6B
$286 Million 0.01% of portfolio
3,700
Q4 2024 Added 12.12%
$460M
$314 Million 0.01% of portfolio
14,612
Q4 2024 Added 121.97%
$1.56B
$486 Million 0.01% of portfolio
31,933
Q4 2024 Reduced 24.3%
$15.9B
$453 Million 0.01% of portfolio
10,169
Q4 2024 Reduced 0.73%
Loar Holdings Inc
-
$36.9 Million 0.0% of portfolio
-
Q2 2024 New
$3.68B
$114 Million 0.0% of portfolio
6,292
Q4 2024 Added 11.05%
$9.06B
$119 Million 0.0% of portfolio
1,200
Q4 2024 New
$9.07B
$116 Million 0.0% of portfolio
700
Q4 2024 New
Zymeworks Inc
-
$80 Million 0.0% of portfolio
-
Q4 2024 Reduced 14.13%
$111B
$160 Million 0.0% of portfolio
1,900
Q4 2024 Reduced 95.4%
$10.7B
$72.4 Million 0.0% of portfolio
1,050
Q3 2024 Reduced 34.38%
$1.14B
$31.3 Million 0.0% of portfolio
9,377
Q4 2024 Added 24.36%
$3.9B
$105 Million 0.0% of portfolio
800
Q3 2024 New
$97B
$142 Million 0.0% of portfolio
957
Q4 2024 Reduced 73.1%
$2.03B
$105 Million 0.0% of portfolio
40,824
Q4 2024 Reduced 6.59%
$18.2B
$145 Million 0.0% of portfolio
825
Q4 2024 Reduced 19.51%
$4.38B
$111 Million 0.0% of portfolio
450
Q4 2024 Reduced 37.93%
$1.32B
$106 Million 0.0% of portfolio
11,253
Q4 2024 Added 6.65%
$3.73B
$85.8 Million 0.0% of portfolio
1,200
Q2 2024 New
$6.76B
$126 Million 0.0% of portfolio
1,150
Q4 2024 Reduced 4.17%
$6.17B
$167 Million 0.0% of portfolio
3,200
Q4 2024 Added 39.13%
$1.56B
$79.6 Million 0.0% of portfolio
5,870
Q4 2024 Added 2.91%
$150M
$68.7 Million 0.0% of portfolio
22,378
Q4 2024 Added 1,026.22%
$2.04B
$131 Million 0.0% of portfolio
15,100
Q4 2024 New
$2.03B
$42.7 Million 0.0% of portfolio
7,654
Q4 2024 Added 1.63%
$995M
$120 Million 0.0% of portfolio
9,100
Q4 2024 Reduced 5.21%
$4B
$99.8 Million 0.0% of portfolio
4,500
Q4 2024 New
Fortuna Mng Corp
-
$86.5 Million 0.0% of portfolio
-
Q4 2024 Reduced 78.93%
$13.8B
$106 Million 0.0% of portfolio
600
Q4 2024 New
$1.69B
$46.5 Million 0.0% of portfolio
5,111
Q4 2024 Added 18.09%
$0
$112 Million 0.0% of portfolio
36,179
Q4 2024 Added 13.85%
$1.91B
$118 Million 0.0% of portfolio
21,419
Q4 2024 Added 23.03%
$674M
$69.9 Million 0.0% of portfolio
13,612
Q4 2024 Added 40.27%
$2.11B
$152 Million 0.0% of portfolio
30,224
Q4 2024 Added 22.12%
$5.22B
$41.5 Million 0.0% of portfolio
400
Q4 2024 Reduced 77.78%
$34.8B
$135 Million 0.0% of portfolio
733
Q3 2024 Added 37.52%
$1.26B
$88.2 Million 0.0% of portfolio
6,550
Q4 2024 Added 19.09%
Etsy Inc
-
$97.4 Million 0.0% of portfolio
-
Q2 2024 New
Etsy Inc
-
$103 Million 0.0% of portfolio
-
Q2 2024 New
$26.2B
$130 Million 0.0% of portfolio
700
Q4 2024 New
$4.1B
$174 Million 0.0% of portfolio
1,175
Q3 2024 Added 135.0%

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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