DMIC

Dixon Mitchell Investment Counsel Portfolio holdings

AUM $2.81B
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$81.6M
2
+$51.8M
3
+$26.4M
4
MSFT icon
Microsoft
MSFT
+$25.8M
5
TMO icon
Thermo Fisher Scientific
TMO
+$20.3M

Top Sells

1
+$40.3M
2
+$40M
3
+$15.1M
4
AAPL icon
Apple
AAPL
+$13.3M
5
SHOP icon
Shopify
SHOP
+$12.3M

Sector Composition

1 Financials 31.82%
2 Industrials 17.23%
3 Technology 12.23%
4 Consumer Discretionary 7.54%
5 Healthcare 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10K ﹤0.01%
86
77
$9.29K ﹤0.01%
17
78
$8.19K ﹤0.01%
48
79
$7.43K ﹤0.01%
9
80
$6.91K ﹤0.01%
+35
81
$6.76K ﹤0.01%
3,031
82
$6.6K ﹤0.01%
75
83
$5.99K ﹤0.01%
+30
84
$5.8K ﹤0.01%
35
85
$5.68K ﹤0.01%
6
86
$4.41K ﹤0.01%
+165
87
$3.8K ﹤0.01%
+95
88
$3.53K ﹤0.01%
170
89
$3.49K ﹤0.01%
+165
90
$3.38K ﹤0.01%
+70
91
$3.31K ﹤0.01%
40
-37
92
$3.19K ﹤0.01%
70
-528
93
$3.1K ﹤0.01%
85
94
$2.94K ﹤0.01%
+175
95
$2.86K ﹤0.01%
30
-2,414
96
$2.53K ﹤0.01%
+45
97
$2.5K ﹤0.01%
+25
98
$2.49K ﹤0.01%
+15
99
$2.37K ﹤0.01%
65
+60
100
$2.37K ﹤0.01%
+30
2 3
4
5 6