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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
CNQCanadian Natural Resources Ltd
Recent Activity
Increased 3.88%
2.89%
$62.409M
1.997M shares@ $31.26 avg price
LOWLowe's Cos Inc
Recent Activity
Decreased -1.42%
2.85%
$61.559M
249,428 shares@ $246.8 avg price
MEOHMethanex Corp
Recent Activity
Decreased -0.1%
2.73%
$58.99M
1.181M shares@ $49.96 avg price
AMZNAmazon.com Inc
Recent Activity
Decreased -12.98%
2.67%
$57.609M
262,586 shares@ $219.4 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 39.47%
2.66%
$57.558M
110,555 shares@ $520.63 avg price
ROPRoper Technologies Inc
Recent Activity
Increased 23.2%
2.56%
$55.257M
106,295 shares@ $519.86 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Increased 8.21%
2.54%
$54.765M
779,239 shares@ $70.29 avg price
DPZDomino's Pizza Inc
Recent Activity
Increased 3.98%
2.48%
$53.571M
127,622 shares@ $419.77 avg price
BIPBrookfield Infrastructure Part
Recent Activity
Increased 0.04%
2.34%
$50.442M
1.588M shares@ $31.77 avg price
CNICanadian National Railway Co
Recent Activity
Increased 2.3%
2.31%
$49.853M
490,939 shares@ $101.55 avg price