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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
WPMWheaton Precious Metals Corp
Recent Activity
Decreased -0.11%
2.06%
$44.501M
790,380 shares@ $56.31 avg price
BNSBank Of Nova Scotia The
Recent Activity
Decreased -0.29%
1.84%
$39.79M
740,975 shares@ $53.7 avg price
MIDDMiddleby Corp The
Recent Activity
Decreased -1.44%
1.39%
$30.064M
221,956 shares@ $135.45 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.81%
1.31%
$28.173M
169,068 shares@ $166.65 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -27.87%
1.16%
$25.057M
104,530 shares@ $239.71 avg price
CMCSAComcast Corp
Recent Activity
Decreased -13.41%
1.09%
$23.467M
625,285 shares@ $37.53 avg price
CSLCarlisle Cos Inc
Recent Activity
Decreased -15.41%
1.03%
$22.171M
60,109 shares@ $368.85 avg price
NFLXNetflix Inc
Recent Activity
Decreased -45.52%
0.94%
$20.278M
22,750 shares@ $891.32 avg price
MAMastercard Inc
Recent Activity
Decreased -1.81%
0.89%
$19.249M
36,555 shares@ $526.57 avg price
ZTSZoetis Inc
Recent Activity
Decreased -1.31%
0.65%
$13.951M
85,626 shares@ $162.93 avg price