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
$2.2B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$28M
3
+$10.1M
4
SHOP icon
Shopify
SHOP
+$8.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.98M

Top Sells

1
+$22.2M
2
+$11.2M
3
+$9.44M
4
V icon
Visa
V
+$9.04M
5
TMO icon
Thermo Fisher Scientific
TMO
+$7.22M

Sector Composition

1 Financials 33.03%
2 Industrials 16.18%
3 Technology 13.35%
4 Communication Services 8.96%
5 Consumer Discretionary 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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