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Beverly Wong

@Dixon Mitchell Investment Counsel Inc.

Latest period2024 - Q4ReportedManaged Assets$2.164BTotal holdings115
Assets growth rate-1.56%Assets growth rate (2-Q avg)4.37%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dixon Mitchell Investment Counsel Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Dixon Mitchell Investment Counsel Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.164B in assets, with a quarterly growth rate of -1.56% and a 2-quarter average growth rate of 4.37%. The portfolio is managed by Beverly Wong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AEMAgnico Eagle Mines Ltd
Recent Activity
New Position
0.01%
$89,377
1,143 shares@ $78.2 avg price
COSTCostco Wholesale Corp
Recent Activity
New Position
0.01%
$57,725
63 shares@ $916.27 avg price
SLFSun Life Financial Inc
Recent Activity
New Position
0.01%
$44,509
750 shares@ $59.35 avg price
BACBank Of America Corp
Recent Activity
New Position
0.01%
$21,975
500 shares@ $43.95 avg price
NVDANvidia Corp
Recent Activity
New Position
0.01%
$19,606
146 shares@ $134.29 avg price
CCitigroup Inc
Recent Activity
New Position
0.01%
$13,093
186 shares@ $70.4 avg price
PHParker-hannifin Corp
Recent Activity
New Position
0.01%
$12,085
19 shares@ $636.06 avg price
MSMorgan Stanley
Recent Activity
New Position
0.01%
$10,812
86 shares@ $125.73 avg price
GSGoldman Sachs Group Inc The
Recent Activity
New Position
0.01%
$9,735
17 shares@ $572.65 avg price
SOBOSouth Bow Corp
Recent Activity
New Position
0.01%
$8,939
379 shares@ $23.59 avg price