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
$1.68B
AUM Growth
+$68.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$33.8M
2 +$15.9M
3 +$12.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.34M
5
BN icon
Brookfield
BN
+$6.19M

Top Sells

1 +$29.9M
2 +$5.04M
3 +$4.54M
4
SJR
Shaw Communications Inc.
SJR
+$3.95M
5
MFC icon
Manulife Financial
MFC
+$3.18M

Sector Composition

1 Financials 36.1%
2 Technology 17.81%
3 Communication Services 10.38%
4 Industrials 10.03%
5 Healthcare 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$519K 0.03%
11,997
52
$357K 0.02%
4,577
53
$312K 0.02%
6,214
54
$291K 0.02%
804
+80
55
$246K 0.01%
+7,556
56
$204K 0.01%
+449
57
$174K 0.01%
20,546
58
-130,167