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DMIC

Dixon Mitchell Investment Counsel Portfolio holdings

AUM $2.88B
1-Year Est. Return 18.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.54%
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
+$80.7M
2
+$47.2M
3
+$29.6M
4
MSFT icon
Microsoft
MSFT
+$28M
5
TMO icon
Thermo Fisher Scientific
TMO
+$22.1M

Top Sells

1
+$47.2M
2
+$36.9M
3
+$17.4M
4
SHOP icon
Shopify
SHOP
+$14.1M
5
AAPL icon
Apple
AAPL
+$13.9M

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
126
– –
-3
127
– –
-360
128
– –
-4,509
129
– –
-379
130
– –
-41
2 3 4 5
6