DMIC

Dixon Mitchell Investment Counsel Portfolio holdings

AUM $2.57B
1-Year Est. Return 19.41%
This Quarter Est. Return
1 Year Est. Return
+19.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$649M
AUM Growth
+$2.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.78M
3
+$4.81M
4
BNS icon
Scotiabank
BNS
+$3.82M
5
WHR icon
Whirlpool
WHR
+$3.64M

Top Sells

1
+$6.34M
2
+$2.99M
3
+$2.73M
4
QCOM icon
Qualcomm
QCOM
+$2.38M
5
AAPL icon
Apple
AAPL
+$1.98M

Sector Composition

1 Financials 27.28%
2 Technology 16.09%
3 Energy 12.39%
4 Healthcare 8.9%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.04M 1.24%
140,868
+432
27
$7.77M 1.2%
314,958
-1,049
28
$6.18M 0.95%
115,706
+8,656
29
$5.81M 0.89%
61,370
+6,065
30
$5.78M 0.89%
66,616
+6
31
$5.73M 0.88%
362,516
+59,706
32
$5.65M 0.87%
140,320
+14,965
33
$5.54M 0.85%
62,662
+23,369
34
$5.39M 0.83%
68,948
-20,952
35
$5.39M 0.83%
73,908
+30,935
36
$5.37M 0.83%
324,014
-8,132
37
$5.32M 0.82%
62,573
+2,558
38
$5.17M 0.8%
49,222
+8,408
39
$4.42M 0.68%
85,637
+6,662
40
$4.13M 0.64%
52,466
+7,111
41
$3.64M 0.56%
+18,039
42
$3.64M 0.56%
329,835
+27,651
43
$3.64M 0.56%
44,109
-10,401
44
$3.54M 0.54%
93,764
-8,589
45
$3.53M 0.54%
78,444
+11,786
46
$3.42M 0.53%
32,824
+3,584
47
$3.37M 0.52%
150,403
-5,206
48
$3.31M 0.51%
54,938
+11,363
49
$3.11M 0.48%
143,524
+17,777
50
$3.04M 0.47%
+115,210
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