Northwest & Ethical Investments L.P.

Q1 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
470
Total value ($000)
$3,685,992
Net value change ($000)
+4,627 (0.1%)
New positions
52
Sold out positions
47
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2025 Next filing: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EBAY 21,687 466.9%
TD 17,319 56.2%
MRVL 16,346 NEW
AOS 13,293 NEW
AEE 12,501 145.4%
TRV 11,633 131.4%
AVSE 11,496 NEW
CL 11,044 99.8%
CP 10,313 59.0%
GLD 10,177 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVGO -30,848 -45.1%
STE -15,976 -100.0%
GOOGL -13,964 -42.9%
CGNX -13,952 -65.3%
GOOGL -13,492 -24.5%
WAT -13,225 -38.7%
ACM -11,922 -100.0%
MSFT -11,829 -6.2%
AWK -11,626 -76.1%
USMV -9,740 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type