DW

DORCHESTER WEALTH MANAGEMENT Co

13F
DORCHESTER WEALTH MANAGEMENT Co
Last update 2025-02-04 146 Stocks (7 new)
Value $501.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(10.38%)BMO(3.52%)GOOG(3.48%)TD(3.16%)RY(2.96%)
Summary Stock Picks Current Portfolio
DORCHESTER WEALTH MANAGEMENT C... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
207,802
52,037.9
-17.98%
10.380
-1.94%
0.000
-13.92%
-18.81%
3,029,284.2
Hardware
BMO 		Bank of Montreal
183,463
17,668.8
+0.43%
3.520
+0.02%
0.030
+10.02%
+14.08%
78,189.9
Banks
GOOG 		Alphabet Inc
91,564
17,437.4
-4.48%
3.480
-0.13%
0.000
-1.75%
-10.95%
2,045,189.3
Interactive Media
TD 		The Toronto-Dominion Bank
302,234
15,822.9
-0.27%
3.160
-0.01%
0.020
+20.31%
+34.24%
119,957.2
Banks
RY 		Royal Bank of Canada
123,052
14,822.0
-7.96%
2.960
-0.24%
0.010
+14.17%
+7.56%
179,736.4
Banks
WMT 		Walmart Inc
159,710
14,429.8
-4.70%
2.880
-0.12%
0.000
+5.15%
+10.53%
794,888.1
Retail - Defensive
ENB 		Enbridge Inc
341,353
14,297.6
-0.40%
2.850
-0.01%
0.020
+14.04%
+13.30%
101,821.7
Oil & Gas
JPM 		JPMorgan Chase & Co
58,741
14,080.9
-0.94%
2.810
-0.02%
0.000
+6.23%
+11.48%
734,292.3
Banks
MFC 		Manulife Financial Corp
459,423
13,993.9
-1.42%
2.790
-0.04%
0.030
+11.71%
+6.18%
54,780.9
Insurance
CSCO 		Cisco Systems Inc
227,935
13,493.8
+0.25%
2.690
+0.01%
0.010
+2.47%
+10.24%
254,984.3
Hardware

DORCHESTER WEALTH MANAGEMENT Co's Historical Top Holdings Breakdowns

DORCHESTER WEALTH MANAGEMENT Co's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BCE 		BCE Inc2024-12-31Reduce
-1.96%
●
22.53 ($28.64) 34.44
$21.96
-23.32%
Reduce -82.31%
66,301
-308,593
AAPL 		Apple Inc2024-12-31Reduce
-1.94%
●
221.69 ($235.83) 259.02
$202.82
-14.00%
Reduce -17.98%
207,802
-45,552
WTW 		Willis Towers Watson PLC2024-12-31Sold Out
-1.41%
●
287.99 ($306.83) 332.53
$309.43
0.85%
Sold Out
0
-26,167
MTD 		Mettler-Toledo International Inc2024-12-31Sold Out
-0.56%
●
1160.67 ($1302.06) 1498.12
$1,169.67
-10.17%
Sold Out
0
-2,065
NVDA 		NVIDIA Corp2024-12-31New Buy
+0.52%
●
118.85 ($138.16) 148.88
$141.92
2.72%
New holding
19,324
19,324
ACN 		Accenture PLC2024-12-31Sold Out
-0.51%
●
343.9 ($360.1) 376.86
$316.40
-12.14%
Sold Out
0
-7,982
IBM 		International Business Machines Corp2024-12-31Reduce
-0.48%
●
204.9 ($222.76) 238.04
$265.52
19.20%
Reduce -25.47%
34,858
-11,910
MSFT 		Microsoft Corp2024-12-31Add
+0.46%
●
406.35 ($426.03) 454.46
$463.87
8.88%
Add 35.97%
20,723
5,482
RCI 		Rogers Communications Inc2024-12-31Add
+0.45%
●
30.36 ($35.67) 39.23
$26.81
-24.84%
Add 30.13%
317,971
73,618
V 		Visa Inc2024-12-31Reduce
-0.25%
●
273.79 ($301.07) 320.91
$368.00
22.23%
Reduce -26.38%
14,105
-5,055

DORCHESTER WEALTH MANAGEMENT Co Total Holding History ($B)

To

DORCHESTER WEALTH MANAGEMENT Co's Asset Allocation

To

DORCHESTER WEALTH MANAGEMENT Co Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DORCHESTER WEALTH MANAGEMENT Co's Hypothetical Growth since 2024-12-31

DORCHESTER WEALTH MANAGEMENT Co's Yearly Returns

Year Portfolio % % Excess Gain %

DORCHESTER WEALTH MANAGEMENT Co's Holdings Heat Map

Size field:

DORCHESTER WEALTH MANAGEMENT Co's Holdings Bubble Chart

DORCHESTER WEALTH MANAGEMENT Co News

  • 1

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