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
$2.16B
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$16M
3
+$10.4M
4
ICE icon
Intercontinental Exchange
ICE
+$9.11M
5
BLD icon
TopBuild
BLD
+$7.59M

Top Sells

1
+$19.6M
2
+$16.9M
3
+$11.6M
4
JPM icon
JPMorgan Chase
JPM
+$9.68M
5
AMZN icon
Amazon
AMZN
+$8.6M

Sector Composition

1 Financials 33.13%
2 Industrials 15.62%
3 Technology 14.33%
4 Communication Services 9.15%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.4K ﹤0.01%
100
77
$24.8K ﹤0.01%
598
+87
78
$24.4K ﹤0.01%
326
79
$23.6K ﹤0.01%
200
80
$23.2K ﹤0.01%
4,509
81
$22K ﹤0.01%
+500
82
$19.6K ﹤0.01%
+146
83
$17.2K ﹤0.01%
50
84
$13.1K ﹤0.01%
+186
85
$12.1K ﹤0.01%
+19
86
$12K ﹤0.01%
525
87
$11.4K ﹤0.01%
132
-868
88
$10.8K ﹤0.01%
+86
89
$9.8K ﹤0.01%
35
90
$9.73K ﹤0.01%
+17
91
$8.94K ﹤0.01%
+379
92
$8.73K ﹤0.01%
+48
93
$7.82K ﹤0.01%
3,031
-28,869
94
$7.59K ﹤0.01%
+15
95
$7.5K ﹤0.01%
+197
96
$7.02K ﹤0.01%
+76
97
$6.95K ﹤0.01%
+9
98
$6.79K ﹤0.01%
+75
99
$6.58K ﹤0.01%
+56
100
$6.5K ﹤0.01%
+120
1 2 3
4
5