We are live on ! Find out more
NEI

Northwest & Ethical Investments Portfolio holdings

AUM $4.32B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.24B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$15.8M
3
+$13.6M
4
AMZN icon
Amazon
AMZN
+$13.3M
5
SSNC icon
SS&C Technologies
SSNC
+$13.2M

Top Sells

1
+$23.8M
2
+$18M
3
+$16.8M
4
ADBE icon
Adobe
ADBE
+$13.1M
5
TXN icon
Texas Instruments
TXN
+$12.3M

Sector Composition

1 Technology 27.62%
2 Financials 16.13%
3 Industrials 13.31%
4 Healthcare 9.77%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$379K 0.01%
+4,190
427
$369K 0.01%
+7,300
428
$364K 0.01%
+2,200
429
$358K 0.01%
12,667
430
$346K 0.01%
16,800
431
$344K 0.01%
23,400
432
$343K 0.01%
+1,900
433
$334K 0.01%
3,300
+900
434
$334K 0.01%
+20,820
435
$332K 0.01%
+152,400
436
$327K 0.01%
+11,520
437
$321K 0.01%
16,887
-11,259
438
$319K 0.01%
23,342
-610
439
$307K 0.01%
+28,980
440
$303K 0.01%
1,957
-3,690
441
$301K 0.01%
2,200
-2,859
442
$295K 0.01%
5,313
-120
443
$292K 0.01%
+80,209
444
$292K 0.01%
+6,800
445
$291K 0.01%
+1,300
446
$289K 0.01%
1,938
447
$286K 0.01%
9,942
448
$281K 0.01%
+18,630
449
$280K 0.01%
2,000
450
$278K 0.01%
509
16 17
18
19 20