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Institutional Investment Manager
Northwest & Ethical Investments L.P.
Northwest & Ethical Investments L.P. (CIK: 0002033536), located at 151 Yonge Street, Toronto, A6. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q1)
Portfolio Summary: 217 holdings with a total value of $1,431,243,307.
#
Name
Shares
Value ($)
%
Options
Notes
101 UNITED PARCEL SERVICE INC 37,060 3,592,595 0.25%
102 COMCAST CORP NEW 63,500 3,585,843 0.25%
103 LAZARD LTD 68,156 3,584,324 0.25%
104 QIHOO 360 TECHNOLOGY CO LTD 69,840 3,575,808 0.25%
105 JUNIPER NETWORKS 157,860 3,564,477 0.25%
106 EMERSON ELEC CO 61,442 3,478,844 0.24%
107 SLM CORP 374,720 3,477,400 0.24%
108 CHEVRON CORP NEW 32,790 3,442,293 0.24%
109 KIMBERLY CLARK CORP 31,769 3,402,777 0.24%
110 GEO GROUP INC NEW 76,294 3,337,098 0.23%
111 TARGET CORP 40,159 3,295,848 0.23%
112 LULULEMON ATHLETICA INC 51,070 3,269,500 0.23%
113 PLUM CREEK TIMBER 74,770 3,248,756 0.23%
114 CITIGROUPINC 62,494 3,219,690 0.22%
115 HOWARD HUGHES CORP 20,768 3,219,454 0.22%
116 BAYTEX ENERGY CORP 203,500 3,213,845 0.22%
117 DISCOVERY COMMUNICATNS NEW 104,410 3,211,650 0.22%
118 PARTNERRE LTD 28,074 3,209,700 0.22%
119 EVERTEC INC COM 145,790 3,186,968 0.22%
120 CIGNA CORPORATION 24,607 3,185,130 0.22%
121 J2 GLOBAL INC 48,457 3,182,655 0.22%
122 REPUBLIC SVCS INC 78,047 3,165,585 0.22%
123 PRIMERO MNG CORP 938,371 3,159,236 0.22%
124 AMERICAN EXPRESS CO 40,421 3,157,688 0.22%
125 GILDAN ACTIVEWEAR INC 105,272 3,099,322 0.22%
126 GENERAL GROWTH 104,058 3,074,913 0.21%
127 WILLIAMS PARTNERS L P NEW 62,052 3,054,198 0.21%
128 PARKER HANNIFIN CORP 24,337 2,890,748 0.20%
129 ENBRIDGE INC 59,200 2,849,620 0.20%
130 UNILEVER PLC 67,893 2,831,816 0.20%
131 CINEMARK HOLDINGS INC 62,710 2,826,339 0.20%
132 GENERAL ELECTRIC CO 109,275 2,711,112 0.19%
133 SINCLAIR BROADCAST GROUP INC 86,090 2,704,086 0.19%
134 MORGAN STANLEY 75,076 2,679,462 0.19%
135 STANTEC INC 111,800 2,671,821 0.19%
136 TRANSGLOBE ENERGY CORP 750,775 2,669,721 0.19%
137 CME GROUP INC 28,074 2,658,888 0.19%
138 COMPASS MINERALS INTL INC 27,892 2,599,812 0.18%
139 AMERIGAS PARTNERS L P 52,526 2,507,589 0.18%
140 OWENS & MINOR INC NEW 72,676 2,459,354 0.17%
141 GILEAD SCIENCES INC 24,100 2,364,932 0.17%
142 OWENS CORNING NEW 53,280 2,312,351 0.16%
143 Madison Square Garden 27,287 2,309,844 0.16%
144 VODAFONE GROUP PLC NEW 68,706 2,245,311 0.16%
145 Ryanair Hldgs Plc Adr 33,390 2,229,450 0.16%
146 ISHARES TR 70,300 2,203,200 0.15%
147 AIRCASTLE LTD 97,552 2,191,016 0.15%
148 KNOWLES CORP COM 112,689 2,171,516 0.15%
149 WEYERHAEUSER CO 65,170 2,160,385 0.15%
150 HCA HOLDINGS INC 28,600 2,151,577 0.15%
Page 3 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0002033536-25-000029, filed 2025.07.08).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.