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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
GOOGLAlphabet Inc
Recent Activity
Increased 0.19%
6.86%
$148.325M
783,545 shares@ $189.31 avg price
VVisa Inc
Recent Activity
Decreased -1.78%
5.79%
$125.123M
395,909 shares@ $316.04 avg price
ICEIntercontinental Exchange Inc
Recent Activity
Increased 9.17%
5.02%
$108.515M
728,133 shares@ $149.04 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Decreased -1.26%
4.77%
$103.091M
227,434 shares@ $453.29 avg price
RYRoyal Bank Of Canada
Recent Activity
Increased 0.78%
4.6%
$99.364M
824,183 shares@ $120.57 avg price
BNBrookfield Corp
Recent Activity
Decreased -7.94%
4.3%
$92.961M
1.617M shares@ $57.48 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.98%
3.96%
$85.584M
203,047 shares@ $421.51 avg price
TDToronto-dominion Bank The
Recent Activity
Increased 1.16%
3.62%
$78.193M
1.469M shares@ $53.23 avg price
TFIITfi International Inc
Recent Activity
Decreased -0.2%
3.37%
$72.79M
538,701 shares@ $135.13 avg price
AMEAmetek Inc
Recent Activity
Decreased -1.72%
3.2%
$69.149M
383,607 shares@ $180.27 avg price