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
QSRRestaurant Brands Internationa Recent Activity New Position	0.01%	$5,520 84 shares@ $65.72 avg price	New Position
JNJJohnson & Johnson Recent Activity New Position	0.01%	$5,062 35 shares@ $144.63 avg price	New Position
LINLinde Plc Recent Activity New Position	0.01%	$5,024 12 shares@ $418.67 avg price	New Position
AMDAdvanced Micro Devices Inc Recent Activity New Position	0.01%	$4,952 41 shares@ $120.79 avg price	New Position
BTCGrayscale Bitcoin Mini Trust E Recent Activity New Position	0.01%	$3,559 85 shares@ $41.88 avg price	New Position
VLTOVeralto Corp Recent Activity New Position	0.01%	$3,161 31 shares@ $101.97 avg price	New Position
VOOVanguard S&p 500 Etf Recent Activity New Position	0.01%	$1,616 3 shares@ $538.67 avg price	New Position
TECKTeck Resources Ltd Recent Activity New Position	0.01%	$203 5 shares@ $40.6 avg price	New Position