Dorchester Wealth Management CO has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $531 Million distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $54.2M, Royal Bank Of Canada with a value of $22.9M, Nuvei Corp with a value of $17.8M, Alphabet Inc. with a value of $17.2M, and Toronto Dominion Bank with a value of $16.7M.
Examining the 13F form we can see an decrease of $38.2M in the current position value, from $569M to 531M.
Below you can find more details about Dorchester Wealth Management CO portfolio as well as his latest detailed transactions.
Portfolio value
$531 Million
Technology: $137 Million
Financial Services: $123 Million
Communication Services: $62.1 Million
Energy: $52.7 Million
Healthcare: $43.9 Million
Consumer Defensive: $37.6 Million
Industrials: $29.2 Million
Basic Materials: $16.4 Million
Other: $28.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions