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
$1.54B
AUM Growth
-$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$6.38M
3
+$2.59M
4
ALL icon
Allstate
ALL
+$2.56M
5
BAX icon
Baxter International
BAX
+$2.39M

Top Sells

1
+$20.2M
2
+$17.1M
3
+$15.8M
4
SU icon
Suncor Energy
SU
+$13.9M
5
TD icon
Toronto Dominion Bank
TD
+$13.8M

Sector Composition

1 Financials 24.93%
2 Industrials 13.61%
3 Technology 9.54%
4 Consumer Discretionary 8.96%
5 Energy 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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