DMIC

Dixon Mitchell Investment Counsel Portfolio holdings

AUM $3.03B
1-Year Est. Return 22.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.91%
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
+$22.2M
2
+$17.2M
3
+$13.6M
4
MIDD icon
Middleby
MIDD
+$8.32M
5
LOW icon
Lowe's Companies
LOW
+$6.63M

Top Sells

1
+$43.4M
2
+$43.3M
3
+$12.5M
4
TFPM icon
Triple Flag Precious Metals
TFPM
+$3.37M
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
151
$1.43K ﹤0.01%
+7
152
$1.36K ﹤0.01%
+80
153
$1.27K ﹤0.01%
+12
154
$1.09K ﹤0.01%
+34
155
$1.09K ﹤0.01%
11
-139
156
$1.07K ﹤0.01%
713
157
$1.04K ﹤0.01%
+17
158
$1.03K ﹤0.01%
6
-26
159
$900 ﹤0.01%
+43
160
$860 ﹤0.01%
9
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161
$723 ﹤0.01%
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