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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
TXNTexas Instruments Inc
Recent Activity
Decreased -1.58%
2.14%
$46.214M
246,459 shares@ $187.51 avg price
AAPLApple Inc
Recent Activity
Decreased -20.57%
2.08%
$44.883M
179,231 shares@ $250.42 avg price
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
DHRDanaher Corp
Recent Activity
Increased 11.68%
1.56%
$33.733M
146,781 shares@ $229.82 avg price
TRIThomson Reuters Corp
Recent Activity
Increased 0.79%
1.53%
$32.974M
205,336 shares@ $160.59 avg price
MIDDMiddleby Corp The
Recent Activity
Decreased -1.44%
1.39%
$30.064M
221,956 shares@ $135.45 avg price
FTNTFortinet Inc
Recent Activity
Increased 129.95%
1.31%
$28.343M
299,989 shares@ $94.49 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