Beverly Wong

@Dixon Mitchell Investment Counsel Inc.

Latest period2024 - Q4

Reported3d ago

Managed Assets$2.164B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PANWPalo Alto Networks Inc Recent Activity New Position	0.01%	$8,734 48 shares@ $181.96 avg price	New Position
UNHUnitedhealth Group Inc Recent Activity New Position	0.01%	$7,588 15 shares@ $505.87 avg price	New Position
FCXFreeport-mcmoran Inc Recent Activity New Position	0.01%	$7,502 197 shares@ $38.09 avg price	New Position
GILDGilead Sciences Inc Recent Activity New Position	0.01%	$7,020 76 shares@ $92.37 avg price	New Position
LLYEli Lilly & Co Recent Activity New Position	0.01%	$6,948 9 shares@ $772.0 avg price	New Position
WMTWalmart Inc Recent Activity New Position	0.01%	$6,792 75 shares@ $90.56 avg price	New Position
TTDTrade Desk Inc The Recent Activity New Position	0.01%	$6,582 56 shares@ $117.54 avg price	New Position
BAMBrookfield Asset Management Lt Recent Activity New Position	0.01%	$6,505 120 shares@ $54.21 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.01%	$6,151 6 shares@ $1025.17 avg price	New Position
STNStantec Inc Recent Activity New Position	0.01%	$6,049 77 shares@ $78.56 avg price	New Position