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
BIPBrookfield Infrastructure Part Recent Activity Increased 0.04%	2.34%	$50.442M 1.588M shares@ $31.77 avg price	Increased 0.04%
CNICanadian National Railway Co Recent Activity Increased 2.3%	2.31%	$49.853M 490,939 shares@ $101.55 avg price	Increased 2.3%
DHRDanaher Corp Recent Activity Increased 11.68%	1.56%	$33.733M 146,781 shares@ $229.82 avg price	Increased 11.68%
TRIThomson Reuters Corp Recent Activity Increased 0.79%	1.53%	$32.974M 205,336 shares@ $160.59 avg price	Increased 0.79%
FTNTFortinet Inc Recent Activity Increased 129.95%	1.31%	$28.343M 299,989 shares@ $94.49 avg price	Increased 129.95%
SHOPShopify Inc Recent Activity Increased 0.38%	1%	$21.624M 203,279 shares@ $106.38 avg price	Increased 0.38%
HCAHca Healthcare Inc Recent Activity Increased 29.47%	0.93%	$19.977M 66,557 shares@ $300.16 avg price	Increased 29.47%
BLDTopbuild Corp Recent Activity Increased 63.83%	0.91%	$19.49M 62,601 shares@ $311.34 avg price	Increased 63.83%
CPCanadian Pacific Kansas City L Recent Activity Increased 1.2%	0.89%	$19.108M 263,557 shares@ $72.51 avg price	Increased 1.2%
MFCManulife Financial Corp Recent Activity Increased 1.78%	0.8%	$17.194M 559,985 shares@ $30.71 avg price	Increased 1.78%