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Beverly Wong

Dixon Mitchell Investment Counsel Inc.

Assets Managed
$2.876B
Holdings
140
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-5.12%(2Q avg: 1.36%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dixon Mitchell Investment Counsel Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 140 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 2026 - Q1, they manage 2.876B in assets, with a quarterly growth rate of -5.12% and a 2-quarter average growth rate of 1.36%. The portfolio is managed by Beverly Wong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -10.76%
7.8%
$224.184M
2.476M shares@ $90.53 avg price
TD
Toronto-dominion Bank
Recent Activity
Decreased -6.41%
4.85%
$139.453M
1.499M shares@ $93.02 avg price
RY
Royal Bank Of Canada
Recent Activity
Decreased -6.82%
4.56%
$130.932M
812,192 shares@ $161.21 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.03%
4.43%
$127.236M
343,473 shares@ $370.44 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -19.91%
4.41%
$126.66M
439,704 shares@ $288.06 avg price
WPM
Wheaton Precious Metals Corp
Recent Activity
Decreased -0.63%
4.24%
$121.891M
929,304 shares@ $131.17 avg price
MEOH
Methanex Corp
Recent Activity
Decreased -4.74%
4.04%
$115.961M
1.951M shares@ $59.44 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.6%
4.02%
$115.578M
381,968 shares@ $302.59 avg price
ICE
Intercontinental Exchange In
Recent Activity
Decreased -0.65%
3.84%
$110.283M
700,664 shares@ $157.4 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.7%
3.65%
$104.803M
218,432 shares@ $479.8 avg price

1-10 of 140