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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CARRCarrier Global Corporation
| 0.76% | $28.679M 356,307 shares@ $80.49 avg price | Decreased -12.01% |
GOOGLAlphabet Inc
| 0.74% | $27.685M 166,925 shares@ $165.86 avg price | Decreased -27.76% |
TELTe Connectivity Plc
| 0.73% | $27.583M 182,681 shares@ $150.99 avg price | New Position |
HUBBHubbell Inc
| 0.71% | $26.65M 62,216 shares@ $428.36 avg price | Decreased -0.17% |
AWKAmerican Wtr Wks Co Inc New
| 0.7% | $26.456M 180,911 shares@ $146.25 avg price | Decreased -35.32% |
TTTrane Technologies Plc
| 0.7% | $26.273M 67,588 shares@ $388.73 avg price | Decreased -16.04% |
RSGRepublic Svcs Inc
| 0.69% | $26.061M 129,762 shares@ $200.84 avg price | Decreased -39.6% |
CGNXCognex Corp
| 0.69% | $26.031M 642,737 shares@ $40.51 avg price | Increased 91.46% |
IEFAIshares Tr
| 0.69% | $25.996M 333,072 shares@ $78.06 avg price | Increased 7.53% |
CNICanadian Natl Ry Co
| 0.68% | $25.501M 217,754 shares@ $117.11 avg price | Increased 2.02% |