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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
CGNXCognex Corp
Recent Activity
Increased 91.46%
0.69%
$26.031M
642,737 shares@ $40.51 avg price
IEFAIshares Tr
Recent Activity
Increased 7.53%
0.69%
$25.996M
333,072 shares@ $78.06 avg price
CNICanadian Natl Ry Co
Recent Activity
Increased 2.02%
0.68%
$25.501M
217,754 shares@ $117.11 avg price
ANSSAnsys Inc
Recent Activity
Increased 3.86%
0.66%
$24.703M
77,529 shares@ $318.63 avg price
ADBEAdobe Inc
Recent Activity
Increased 12.71%
0.65%
$24.605M
47,520 shares@ $517.79 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.17%
0.65%
$24.605M
142,060 shares@ $173.21 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 43.4%
0.65%
$24.561M
88,755 shares@ $276.73 avg price
WMTWalmart Inc
Recent Activity
Increased 0.39%
0.65%
$24.369M
301,784 shares@ $80.76 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 31.92%
0.62%
$23.187M
225,992 shares@ $102.6 avg price
INTUIntuit
Recent Activity
Increased 10.42%
0.61%
$23.053M
37,122 shares@ $621.0 avg price