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
$2.22B
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
MGK icon
126
Vanguard Mega Cap Growth ETF
MGK
$32.2B
-50
OTEX icon
127
Open Text
OTEX
$9.75B
-145
POET icon
128
POET Technologies
POET
$805M
-720
QSR icon
129
Restaurant Brands International
QSR
$21.5B
-84
TTD icon
130
Trade Desk
TTD
$24.6B
-56