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
$2.22B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.58M
3
+$5.55M
4
TECK icon
Teck Resources
TECK
+$4.87M
5
EQIX icon
Equinix
EQIX
+$4.67M

Top Sells

1
+$5.75M
2
+$5.42M
3
+$5.39M
4
CI icon
Cigna
CI
+$4.99M
5
ADBE icon
Adobe
ADBE
+$3.83M

Sector Composition

1 Financials 23.42%
2 Technology 13.45%
3 Industrials 11.72%
4 Consumer Discretionary 9.44%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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