Northwest Capital Management’s Polaris PII Stock Holding History

Northwest Capital Management’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Hold	0	–	–	–	455
2024 Q2	–	Hold	0	–	–	–	458
2024 Q1	–	Hold	0	–	–	–	550
2023 Q4	–	Hold	0	–	–	–	549
2023 Q3	–	Hold	0	–	–	–	554
2023 Q2	–	Hold	0	–	–	–	558

Other funds holding PII

Capital World Investors

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return