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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002033536

Northwest & Ethical Investments L.P.

TORONTO, A6 · File #028-24321

Latest AUM
$4.44B
Positions
501
Top-10 Concentration
44.7%
Filings
20

Sector Allocation

Technology
21.1%$938.1M
Healthcare
8.7%$386.3M
Financials
8.6%$381.4M
Industrials
8.2%$365.6M
Materials
3.5%$156.5M
Energy
3.1%$138.9M
Utilities
1.3%$57.1M
Real Estate
0.5%$20.2M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORPMSFT446,325$215.9M8.55%
2AMERICAN CENTY ETF TR0250722991,981,400$147.1M5.83%
3NVIDIA CORPORATIONNVDA765,684$142.8M5.66%
4NUSHARES ETF TRNU1,315,300$128.6M5.09%
5APPLE INCAAPL388,946$105.8M4.19%
6ALPHABET INCGOOG301,890$94.7M3.75%
7ROYAL BK CDA780087102505,802$86.3M3.42%
8AMAZON COM INCAMZN322,715$74.5M2.95%
9TORONTO DOMINION BK ONTTORO717,434$67.7M2.68%
10BROADCOM INCAVGO192,644$66.7M2.64%
11INVESCO QQQ TRIVZ101,500$62.4M2.47%
12AGILENT TECHNOLOGIES INCA417,490$56.8M2.25%
13SPDR S&P 500 ETF TRSPY79,500$54.2M2.15%
14LINDE PLCLIN119,096$50.8M2.01%
15VISA INCV135,442$47.5M1.88%
16CANADIAN NATL RY CO136375102430,970$42.6M1.69%
17GILEAD SCIENCES INCGILD328,207$40.3M1.60%
18ENBRIDGE INCENNPF815,177$39.0M1.54%
19SHOPIFY INCSHOP238,858$38.6M1.53%
20ALPHABET INCGOOG122,844$38.5M1.52%