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
WCNWaste Connections Inc Recent Activity Increased 2.31%	0.56%	$12.111M 70,633 shares@ $171.47 avg price	Increased 2.31%
NTRNutrien Ltd Recent Activity Increased 2.25%	0.4%	$8.485M 189,725 shares@ $44.73 avg price	Increased 2.25%
RCIRogers Communications Inc Recent Activity Increased 1.9%	0.23%	$4.814M 154,928 shares@ $31.08 avg price	Increased 1.9%
BMOBank Of Montreal Recent Activity Increased 1.16%	0.02%	$237,144 2,444 shares@ $97.04 avg price	Increased 1.16%
TRPTc Energy Corp Recent Activity Increased 21.36%	0.01%	$90,577 1,921 shares@ $47.16 avg price	Increased 21.36%
DHIDr Horton Inc Recent Activity Increased 58.37%	0.01%	$54,250 388 shares@ $139.82 avg price	Increased 58.37%
CVSCvs Health Corp Recent Activity Increased 38.72%	0.01%	$52,432 1,168 shares@ $44.9 avg price	Increased 38.72%
ENBEnbridge Inc Recent Activity Increased 149.88%	0.01%	$41,021 967 shares@ $42.43 avg price	Increased 149.88%
FTSFortis Inc Canada Recent Activity Increased 17.03%	0.01%	$24,836 598 shares@ $41.54 avg price	Increased 17.03%