Sign In
test

Yasmin Lalani

Northwest & Ethical Investments L.p.

Assets Managed
$4.324B
Holdings
526
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-2.71%(2Q avg: 1.07%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Northwest & Ethical Investments L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 526 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.324B in assets, with a quarterly growth rate of -2.71% and a 2-quarter average growth rate of 1.07%. The portfolio is managed by Yasmin Lalani, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 22.57%
3.79%
$163.82M
938,430 shares@ $174.57 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -10.53%
3.42%
$147.834M
399,316 shares@ $370.22 avg price
AVSD
Avantis Reps Intern Equi Etf
Recent Activity
3.38%
$145.924M
1.981M shares@ $73.65 avg price
NULG
Nuveen Esg Lrg-cap Grw Etf
Recent Activity
Increased 8.96%
3.02%
$130.321M
1.433M shares@ $90.95 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.68%
2.4%
$103.407M
407,128 shares@ $254.0 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 2.51%
2.06%
$88.782M
309,454 shares@ $286.91 avg price
RY
Royal Bank Of Canada
Recent Activity
Decreased -2.16%
1.86%
$80.193M
494,832 shares@ $162.07 avg price
TD
Toronto-dominion Bank
Recent Activity
Decreased -4.03%
1.5%
$64.563M
688,491 shares@ $93.78 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 6.29%
1.47%
$63.439M
204,755 shares@ $309.83 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -8.21%
1.43%
$61.762M
296,193 shares@ $208.53 avg price

1-10 of 526