NEI

Northwest & Ethical Investments Portfolio holdings

AUM $4.03B
1-Year Est. Return 20.27%
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$23M
3 +$20M
4
CNQ icon
Canadian Natural Resources
CNQ
+$16.5M
5
SU icon
Suncor Energy
SU
+$10.6M

Top Sells

1 +$16.2M
2 +$11.7M
3 +$11.6M
4
WM icon
Waste Management
WM
+$10.4M
5
CSX icon
CSX Corp
CSX
+$10.3M

Sector Composition

1 Financials 24.46%
2 Energy 14.94%
3 Communication Services 11.95%
4 Technology 10.86%
5 Industrials 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-88,810