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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
MSFTMicrosoft Corp
Recent Activity
Increased 8.21%
5.02%
$190.08M
441,738 shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Increased 7.64%
2.03%
$76.764M
632,115 shares@ $121.45 avg price
AAPLApple Inc
Recent Activity
Increased 8.76%
1.94%
$73.346M
314,787 shares@ $233.01 avg price
AVGOBroadcom Inc
Recent Activity
Increased 924.21%
1.57%
$59.284M
343,673 shares@ $172.51 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 3.23%
1.51%
$57.138M
97,725 shares@ $584.68 avg price
GOOGAlphabet Inc
Recent Activity
Increased 11.21%
1.5%
$56.733M
339,330 shares@ $167.2 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.69%
1.36%
$51.185M
246,556 shares@ $207.61 avg price
LINLinde Plc
Recent Activity
Increased 7.25%
1.28%
$48.284M
101,254 shares@ $476.86 avg price
TDToronto Dominion Bk Ont
Recent Activity
Increased 2.36%
1.13%
$42.718M
675,492 shares@ $63.24 avg price
AZOAutozone Inc
Recent Activity
Increased 24.36%
1.12%
$42.16M
13,384 shares@ $3150.04 avg price