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
SPGIS&p Global Inc Recent Activity Decreased -0.82%	0.38%	$8.009M 16,081 shares@ $498.03 avg price	Decreased -0.82%
GOOGAlphabet Inc Recent Activity Decreased -32.51%	0.05%	$1.039M 5,457 shares@ $190.44 avg price	Decreased -32.51%
BKNGBooking Holdings Inc Recent Activity Decreased -98.5%	0.02%	$298,105 60 shares@ $4968.42 avg price	Decreased -98.5%
SUSuncor Energy Inc Recent Activity Decreased -39.62%	0.01%	$173,923 4,875 shares@ $35.68 avg price	Decreased -39.62%
WFGWest Fraser Timber Co Ltd Recent Activity Decreased -86.8%	0.01%	$11,431 132 shares@ $86.6 avg price	Decreased -86.8%
BTEBaytex Energy Corp Recent Activity Decreased -90.49%	0.01%	$7,824 3,031 shares@ $2.59 avg price	Decreased -90.49%