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
$1.99B
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17M
3
+$14.3M
4
MIDD icon
Middleby
MIDD
+$7.6M
5
LOW icon
Lowe's Companies
LOW
+$6.44M

Top Sells

1
+$43.6M
2
+$40.9M
3
+$12.3M
4
TFPM icon
Triple Flag Precious Metals
TFPM
+$3.27M
5
CVE icon
Cenovus Energy
CVE
+$778K

Sector Composition

1 Financials 32.3%
2 Industrials 17.15%
3 Technology 13.17%
4 Communication Services 9.97%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.53K ﹤0.01%
7
-17
127
$3.33K ﹤0.01%
+6
128
$3.09K ﹤0.01%
+18
129
$3.02K ﹤0.01%
+40
130
$2.84K ﹤0.01%
+52
131
$2.68K ﹤0.01%
1,000
-4,456
132
$2.47K ﹤0.01%
+22
133
$2.43K ﹤0.01%
+14
134
$2.43K ﹤0.01%
8
-346
135
$2.41K ﹤0.01%
+7
136
$2.36K ﹤0.01%
+3
137
$2.34K ﹤0.01%
+51
138
$2.32K ﹤0.01%
61
-242
139
$2.31K ﹤0.01%
+80
140
$2.15K ﹤0.01%
289
141
$2.11K ﹤0.01%
+27
142
$2.1K ﹤0.01%
27
143
$2.06K ﹤0.01%
+7
144
$2.04K ﹤0.01%
+2
145
$2K ﹤0.01%
80
146
$1.81K ﹤0.01%
23
-27
147
$1.7K ﹤0.01%
+16
148
$1.67K ﹤0.01%
+50
149
$1.63K ﹤0.01%
17
150
$1.49K ﹤0.01%
720
4 5
6
7 8