DWM
Dorchester Wealth Management Portfolio holdings
AUM
$501M
This Quarter Return
+5.42%
1 Year Return
+16.4%
3 Year Return
+18.31%
5 Year Return
+61.26%
10 Year Return
–
AUM
$504M
AUM Growth
+$504M
(+24%)
Cap. Flow
+$48M
Cap. Flow
% of AUM
9.53%
Top 10 Holdings %
Top 10 Hldgs %
39.95%
Holding
159
New
14
Increased
65
Reduced
49
Closed
11
Top Buys
| 1 |
NVEI
Nuvei Corporation Subordinate Voting Shares
NVEI
|
$38.8M |
| 2 |
Newell Brands
NWL
|
$4.88M |
| 3 |
Apple
AAPL
|
$3.95M |
| 4 |
Rogers Communications
RCI
|
$1.98M |
| 5 |
GSS
Golden Star Resources Ltd.
GSS
|
$758K |
Top Sells
| 1 |
Canadian Natural Resources
CNQ
|
$2.91M |
| 2 |
GFL Environmental
GFL
|
$1.91M |
| 3 |
Newmont
NEM
|
$786K |
| 4 |
Moderna
MRNA
|
$770K |
| 5 |
Toronto Dominion Bank
TD
|
$555K |
Sector Composition
| 1 | Financials | 23.25% |
| 2 | Technology | 15.79% |
| 3 | Communication Services | 13.14% |
| 4 | Industrials | 12.82% |
| 5 | Healthcare | 10.38% |
