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
$1.61B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$11.9M
3 +$11.8M
4
TXN icon
Texas Instruments
TXN
+$5.78M
5
BKNG icon
Booking.com
BKNG
+$4.86M

Top Sells

1 +$18.6M
2 +$11.8M
3 +$8.78M
4
SJR
Shaw Communications Inc.
SJR
+$3.02M
5
CSL icon
Carlisle Companies
CSL
+$2.98M

Sector Composition

1 Financials 35.67%
2 Technology 17.88%
3 Healthcare 11.07%
4 Industrials 10.14%
5 Communication Services 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$349K 0.02%
6,214
52
$319K 0.02%
11,997
53
$288K 0.02%
724
54
$193K 0.01%
20,546
55
-96,516
56
-60,110