NEI

Northwest & Ethical Investments Portfolio holdings

AUM $4.44B
1-Year Est. Return 23.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$77.8M
2 +$52.7M
3 +$51M
4
MFC icon
Manulife Financial
MFC
+$43.8M
5
BCE icon
BCE
BCE
+$34.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.36%
2 Communication Services 12.73%
3 Energy 12.23%
4 Technology 9.3%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$77.1K 0.01%
+1,000
227
$65.8K 0.01%
+1,709
228
$42K ﹤0.01%
+1,623