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Rodney Ancrum

@Northwest & Ethical Investments L.p.

Latest period2024 - Q3ReportedManaged Assets$3.787BTotal holdings506
Assets growth rate8.65%Assets growth rate (2-Q avg)4.33%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Northwest & Ethical Investments L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 506 positions.

Assets under management

The assets under management (AUM) of Northwest & Ethical Investments L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.787B in assets, with a quarterly growth rate of 8.65% and a 2-quarter average growth rate of 4.33%. The portfolio is managed by Rodney Ancrum, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RYRoyal Bk Cda
Recent Activity
Decreased -10.12%
1.42%
$53.551M
429,016 shares@ $124.83 avg price
AAgilent Technologies Inc
Recent Activity
Decreased -3.78%
1.26%
$47.511M
319,981 shares@ $148.49 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -8.89%
1.08%
$40.7M
197,030 shares@ $206.57 avg price
SLFSun Life Financial Inc.
Recent Activity
Decreased -1.97%
0.91%
$34.185M
589,272 shares@ $58.02 avg price
GIBCgi Inc
Recent Activity
Decreased -15.03%
0.88%
$33.008M
286,836 shares@ $115.08 avg price
VVisa Inc
Recent Activity
Decreased -3.17%
0.82%
$30.842M
112,172 shares@ $274.95 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -4.74%
0.8%
$30.136M
52,645 shares@ $572.45 avg price
WATWaters Corp
Recent Activity
Decreased -16.57%
0.79%
$29.913M
83,117 shares@ $359.89 avg price
MTDMettler Toledo International
Recent Activity
Decreased -8.42%
0.77%
$29.142M
19,432 shares@ $1499.7 avg price
PNRPentair Plc
Recent Activity
Decreased -16.09%
0.77%
$28.984M
296,388 shares@ $97.8 avg price