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
$691M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$2.45M
3
+$2.3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.24M
5
NVS icon
Novartis
NVS
+$1.13M

Top Sells

1
+$6.21M
2
+$4.52M
3
+$2.18M
4
BNS icon
Scotiabank
BNS
+$1.86M
5
TD icon
Toronto Dominion Bank
TD
+$1.63M

Sector Composition

1 Financials 32.35%
2 Technology 16.52%
3 Healthcare 12.83%
4 Energy 9.1%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.1M 1.32%
214,720
+9,740
27
$8.23M 1.19%
108,591
+4,563
28
$8.21M 1.19%
241,865
-3,503
29
$7.85M 1.14%
129,482
-6,430
30
$7.24M 1.05%
68,381
+1,198
31
$7.09M 1.03%
150,161
+5,673
32
$6.58M 0.95%
98,899
+17,021
33
$6.25M 0.9%
94,780
+8,071
34
$6.08M 0.88%
102,178
+8,647
35
$6.06M 0.88%
95,690
+8,524
36
$6.02M 0.87%
73,267
+3,809
37
$5.89M 0.85%
284,599
+20,191
38
$5.65M 0.82%
180,145
+8,300
39
$5.13M 0.74%
53,875
+1,694
40
$4.86M 0.7%
54,590
-24,484
41
$4.69M 0.68%
100,237
-6,330
42
$4.68M 0.68%
41,630
-10,312
43
$4.44M 0.64%
274,176
-8,054
44
$4.38M 0.63%
25,569
+994
45
$4.32M 0.63%
40,234
+2,421
46
$4.22M 0.61%
29,529
+2,662
47
$3.56M 0.52%
94,647
+2,831
48
$3.55M 0.51%
29,848
+794
49
$3.52M 0.51%
81,667
+6,272
50
$2.52M 0.36%
50,030
+2,892
1
2
3