NEI
Northwest & Ethical Investments Portfolio holdings
AUM
$4.03B
1-Year Return
20.27%
This Quarter Return
+6.16%
1 Year Return
+20.27%
3 Year Return
+68.59%
5 Year Return
+133.3%
10 Year Return
+253.02%
AUM
$1.61B
AUM Growth
+$136M
(+9.2%)
Cap. Flow
+$59.5M
Cap. Flow
% of AUM
3.69%
Top 10 Holdings %
Top 10 Hldgs %
26.18%
Holding
379
New
20
Increased
199
Reduced
89
Closed
28
Top Buys
| 1 |
Stantec
STN
|
$25M |
| 2 |
Toronto Dominion Bank
TD
|
$9.9M |
| 3 |
Canadian Natural Resources
CNQ
|
$8.78M |
| 4 |
GE Aerospace
GE
|
$4.33M |
| 5 |
AGU
Agrium
AGU
|
$3.02M |
Top Sells
| 1 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
$4.6M |
| 2 |
UFS
DOMTAR CORPORATION (New)
UFS
|
$4.52M |
| 3 |
POT
Potash Corp Of Saskatchewan
POT
|
$4.1M |
| 4 |
Restaurant Brands International
QSR
|
$4.09M |
| 5 |
American Express
AXP
|
$3.59M |
Sector Composition
| 1 | Financials | 24.76% |
| 2 | Industrials | 15.41% |
| 3 | Energy | 8.62% |
| 4 | Communication Services | 8.41% |
| 5 | Technology | 8.4% |