Northwest & Ethical Investments L.P. Top Holdings and 13F Report (2025)

About Northwest & Ethical Investments L.P.

Investment Activity

Northwest & Ethical Investments L.P. has $3.69 billion in total holdings as of March 31, 2025.
Northwest & Ethical Investments L.P. owns shares of 470 different stocks, but just 128 companies or ETFs make up 80% of its holdings.
Approximately 14.44% of the portfolio was purchased this quarter.
About 12.29% of the portfolio was sold this quarter.
This quarter, Northwest & Ethical Investments L.P. has purchased 494 new stocks and bought additional shares in 255 stocks.
Northwest & Ethical Investments L.P. sold shares of 150 stocks and completely divested from 77 stocks this quarter.

Largest Holdings

Microsoft: $180,383,323
Apple: $84,708,414
NVIDIA: $80,108,573
Royal Bank of Canada: $57,291,007
Amazon.com: $51,773,458

Largest New Holdings this Quarter

573874104 - Marvell Technology: $16,345,973 Holding
831865209 - A. O. Smith: $13,292,720 Holding
025072315 - Avantis Responsible Emerging Markets Equity ETF: $11,496,275 Holding
78463V107 - SPDR Gold Shares: $10,177,104 Holding
921937835 - Vanguard Total Bond Market ETF: $9,099,720 Holding

Largest Purchases this Quarter

eBay: 313,811 shares (about $21.25M)
Marvell Technology: 265,486 shares (about $16.35M)
Apple: 69,778 shares (about $15.50M)
Toronto-Dominion Bank: 223,000 shares (about $13.37M)
A. O. Smith: 203,377 shares (about $13.29M)

Largest Sales this Quarter

American Water Works: 97,964 shares (about $14.45M)
Waters: 35,279 shares (about $13.00M)
Broadcom: 70,778 shares (about $11.85M)
The Cigna Group: 34,663 shares (about $11.40M)
Cognex: 347,321 shares (about $10.36M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$180,383,323	$9,203,120 ▲	5.4%	480,539	4.9%	Computer and Technology
AAPL Apple	$84,708,414	$15,498,654 ▲	22.4%	381,374	2.3%	Computer and Technology
NVDA NVIDIA	$80,108,573	$7,956,303 ▲	11.0%	739,204	2.2%	Computer and Technology
RY Royal Bank of Canada	$57,291,007	$8,353,304 ▲	17.1%	508,296	1.6%	Finance
AMZN Amazon.com	$51,773,458	$1,207,870 ▼	-2.3%	272,140	1.4%	Retail/Wholesale
WM Waste Management	$51,522,550	$813,989 ▼	-1.6%	222,550	1.4%	Business Services
LINDE PLC	$50,107,986	$4,099,960 ▲	8.9%	107,611	1.4%	SHS
TD Toronto-Dominion Bank	$48,115,893	$13,370,572 ▲	38.5%	802,497	1.3%	Finance
A Agilent Technologies	$45,113,921	$5,572,459 ▲	14.1%	385,655	1.2%	Medical
ENB Enbridge	$43,735,648	$6,378,344 ▲	17.1%	987,592	1.2%	Energy
V Visa	$43,387,648	$3,665,461 ▲	9.2%	123,802	1.2%	Business Services
SLF Sun Life Financial	$42,134,981	$2,679,629 ▲	6.8%	735,766	1.1%	Finance
GOOG Alphabet	$41,506,405	$3,612,194 ▼	-8.0%	265,675	1.1%	Computer and Technology
FI Fiserv	$40,158,156	$4,815,640 ▼	-10.7%	181,851	1.1%	Business Services
AVGO Broadcom	$37,524,347	$11,849,388 ▼	-24.0%	224,138	1.0%	Computer and Technology
INTU Intuit	$34,795,892	$10,179,551 ▲	41.4%	56,674	0.9%	Computer and Technology
META Meta Platforms	$34,645,202	$3,447,980 ▲	11.1%	60,117	0.9%	Computer and Technology
ADP Automatic Data Processing	$33,765,036	$2,816,375 ▲	9.1%	110,513	0.9%	Business Services
MRK Merck & Co., Inc.	$33,722,113	$7,545,495 ▲	28.8%	375,692	0.9%	Medical
CNI Canadian National Railway	$33,225,735	$3,410,005 ▲	11.4%	341,221	0.9%	Transportation
ABBV AbbVie	$32,122,558	$8,828,125 ▼	-21.6%	153,315	0.9%	Medical
GILD Gilead Sciences	$31,913,520	$4,551,471 ▲	16.6%	284,815	0.9%	Medical
MCK McKesson	$31,666,871	$5,276,915 ▲	20.0%	47,054	0.9%	Medical
UNP Union Pacific	$30,913,657	$746,991 ▼	-2.4%	130,857	0.8%	Transportation
GIB CGI	$30,260,518	$3,624,613 ▲	13.6%	302,938	0.8%	Computer and Technology
AZO AutoZone	$29,838,816	$8,269,920 ▼	-21.7%	7,826	0.8%	Retail/Wholesale
UNH UnitedHealth Group	$29,322,667	$1,226,099 ▼	-4.0%	55,986	0.8%	Medical
TXN Texas Instruments	$28,875,993	$2,951,932 ▼	-9.3%	160,690	0.8%	Computer and Technology
PG Procter & Gamble	$28,685,546	$3,221,441 ▲	12.7%	168,332	0.8%	Consumer Staples
XYL Xylem	$28,005,007	$873,014 ▲	3.2%	234,430	0.8%	Business Services
CP Canadian Pacific Kansas City	$27,791,244	$10,810,054 ▲	63.7%	395,770	0.8%	Transportation
MA Mastercard	$27,427,573	$3,175,092 ▲	13.1%	50,042	0.7%	Business Services
EBAY eBay	$26,332,272	$21,254,419 ▲	418.6%	388,783	0.7%	Retail/Wholesale
SNPS Synopsys	$25,380,759	$1,246,181 ▲	5.2%	59,186	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$25,312,912	$2,393,467 ▲	10.4%	103,199	0.7%	Finance
AMAT Applied Materials	$25,258,571	$653,040 ▲	2.7%	174,053	0.7%	Computer and Technology
BN Brookfield	$25,058,229	$4,931,088 ▲	24.5%	478,532	0.7%	Finance
TE CONNECTIVITY PLC	$24,899,736	$292,532 ▼	-1.2%	176,194	0.7%	ORD SHS
LLY Eli Lilly and Company	$24,697,493	$2,138,093 ▲	9.5%	29,906	0.7%	Medical
MTD Mettler-Toledo International	$24,402,324	$285,780 ▼	-1.2%	20,664	0.7%	Medical
HUBB Hubbell	$24,365,565	$5,954,725 ▲	32.3%	73,632	0.7%	Industrials
MMC Marsh & McLennan Companies	$24,333,207	$1,053,966 ▼	-4.2%	99,714	0.7%	Finance
BAC Bank of America	$24,320,634	$1,170,198 ▼	-4.6%	582,869	0.7%	Finance
AEP American Electric Power	$23,018,053	$3,128,837 ▲	15.7%	210,653	0.6%	Utilities
FTS Fortis	$22,567,799	$457,243 ▲	2.1%	495,142	0.6%	Utilities
ANSS ANSYS	$22,567,562	$264,961 ▼	-1.2%	71,290	0.6%	Computer and Technology
RNR RenaissanceRe	$22,537,680	$2,186,160 ▲	10.7%	93,907	0.6%	Finance
CBOE Cboe Global Markets	$22,517,852	$5,137,925 ▲	29.6%	99,513	0.6%	Financial Services
RSG Republic Services	$22,301,967	$3,348,831 ▼	-13.1%	92,096	0.6%	Business Services
CL Colgate-Palmolive	$22,112,169	$10,704,756 ▲	93.8%	235,989	0.6%	Consumer Staples
KO Coca-Cola	$21,992,154	$1,798,286 ▲	8.9%	307,083	0.6%	Consumer Staples
FNV Franco-Nevada	$21,671,611	$1,020,089 ▲	4.9%	137,709	0.6%	Basic Materials
CNQ Canadian Natural Resources	$21,274,369	$7,391,248 ▲	53.2%	690,975	0.6%	Energy
AEE Ameren	$21,098,357	$11,415,881 ▲	117.9%	210,143	0.6%	Utilities
WAT Waters	$20,980,847	$13,002,781 ▼	-38.3%	56,925	0.6%	Medical
IEX IDEX	$20,948,001	$3,548,098 ▲	20.4%	115,754	0.6%	Industrials
CARR Carrier Global	$20,608,677	$242,125 ▼	-1.2%	325,058	0.6%	Computer and Technology
TRV Travelers Companies	$20,483,749	$10,766,695 ▲	110.8%	77,455	0.6%	Finance
SHEL Shell	$20,233,047	$1,451,017 ▼	-6.7%	276,106	0.5%	Energy
SHOP Shopify	$19,998,550	$4,387,076 ▲	28.1%	210,029	0.5%	Computer and Technology
RBA RB Global	$19,419,888	$490,679 ▲	2.6%	193,376	0.5%	Business Services
BMO Bank of Montreal	$19,362,424	$5,592,714 ▲	40.6%	202,639	0.5%	Finance
VERALTO CORP	$19,132,283	$224,134 ▼	-1.2%	196,330	0.5%	COM SHS
NOW ServiceNow	$19,045,261	$3,738,673 ▲	24.4%	23,922	0.5%	Computer and Technology
ADSK Autodesk	$18,766,871	$220,436 ▼	-1.2%	71,684	0.5%	Computer and Technology
PGR Progressive	$18,669,845	$2,274,519 ▲	13.9%	65,978	0.5%	Finance
GOOGL Alphabet	$18,574,484	$8,002,527 ▼	-30.1%	120,132	0.5%	Computer and Technology
VZ Verizon Communications	$18,268,422	$1,035,387 ▲	6.0%	402,743	0.5%	Computer and Technology
STN Stantec	$17,982,593	$1,568,433 ▲	9.6%	216,924	0.5%	Business Services
PNR Pentair	$17,949,233	$210,827 ▼	-1.2%	205,181	0.5%	Business Services
ORCL Oracle	$17,784,141	$3,937,383 ▼	-18.1%	127,205	0.5%	Computer and Technology
CMCSA Comcast	$16,968,760	$899,253 ▲	5.6%	459,858	0.5%	Consumer Discretionary
G Genpact	$16,743,087	$1,398,246 ▲	9.1%	332,336	0.5%	Business Services
MRVL Marvell Technology	$16,345,973	$16,345,973 ▲	New Holding	265,486	0.4%	Computer and Technology
NTR Nutrien	$16,287,631	$1,614,297 ▼	-9.0%	327,983	0.4%	Basic Materials
ABT Abbott Laboratories	$16,241,400	$902,153 ▲	5.9%	122,438	0.4%	Medical
MFC Manulife Financial	$16,105,709	$879,353 ▲	5.8%	516,568	0.4%	Finance
BKNG Booking	$15,912,267	$1,050,375 ▲	7.1%	3,454	0.4%	Retail/Wholesale
CRM Salesforce	$15,353,857	$4,737,082 ▲	44.6%	57,217	0.4%	Computer and Technology
MGA Magna International	$15,032,229	$874,862 ▼	-5.5%	442,017	0.4%	Auto/Tires/Trucks
RSP Invesco S&P 500 Equal Weight ETF	$14,882,535	$9,454,893 ▼	-38.8%	85,912	0.4%	ETF
TRP TC Energy	$14,282,666	$3,745,412 ▲	35.5%	302,252	0.4%	Energy
EG Everest Group	$14,163,693	$1,212,069 ▲	9.4%	38,983	0.4%	Finance
DOX Amdocs	$14,155,690	$3,233,884 ▼	-18.6%	154,707	0.4%	Computer and Technology
BNDX Vanguard Total International Bond ETF	$14,027,938		0.0%	287,340	0.4%	ETF
NYT New York Times	$13,919,446	$960,008 ▼	-6.5%	280,634	0.4%	Consumer Staples
TMO Thermo Fisher Scientific	$13,812,380	$4,250,499 ▲	44.5%	27,758	0.4%	Medical
APTIV PLC	$13,447,357	$157,973 ▼	-1.2%	226,006	0.4%	COM SHS
AOS A. O. Smith	$13,292,720	$13,292,720 ▲	New Holding	203,377	0.4%	Industrials
EA Electronic Arts	$13,231,528	$133,826 ▲	1.0%	91,555	0.4%	Consumer Discretionary
LULU Lululemon Athletica	$13,026,138	$130,774 ▼	-1.0%	46,019	0.4%	Consumer Discretionary
SHW Sherwin-Williams	$12,923,172	$835,612 ▲	6.9%	37,009	0.4%	Basic Materials
TT Trane Technologies	$12,772,300	$7,496,470 ▼	-37.0%	37,909	0.3%	Construction
MELI MercadoLibre	$12,700,163	$6,156,945 ▼	-32.7%	6,510	0.3%	Retail/Wholesale
TFII TFI International	$12,656,827	$5,176,430 ▲	69.2%	163,371	0.3%	Transportation
BNS Bank of Nova Scotia	$11,960,104	$2,259,658 ▼	-15.9%	252,100	0.3%	Finance
YUM Yum! Brands	$11,943,938	$2,002,563 ▼	-14.4%	75,902	0.3%	Retail/Wholesale
RCI Rogers Communications	$11,845,513	$2,649,895 ▲	28.8%	443,299	0.3%	Consumer Discretionary
ADBE Adobe	$11,778,973	$4,898,829 ▼	-29.4%	30,712	0.3%	Computer and Technology
CM Canadian Imperial Bank of Commerce	$11,502,410	$2,112,373 ▲	22.5%	204,355	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Northwest & Ethical Investments L.P. Top Holdings and 13F Report (2025)

About Northwest & Ethical Investments L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Northwest & Ethical Investments L.P. Top Holdings and 13F Report (2025)

About Northwest & Ethical Investments L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNorthwest & Ethical Investments L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools