Dorchester Wealth Management CO Portfolio Holdings
Dorchester Wealth Management CO
- $560 Million
- Q3 2024
Dorchester Wealth Management CO has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $560 Million distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $59M, Toronto Dominion Bank with a value of $19.2M, Nuvei Corp with a value of $18.3M, Royal Bank Of Canada with a value of $16.7M, and Bank Of Montreal with a value of $16.5M.
Examining the 13F form we can see an increase of $29.8M in the current position value, from $531M to 560M.
Below you can find more details about Dorchester Wealth Management CO portfolio as well as his latest detailed transactions.
Portfolio value
$560 Million
Technology: $146 Million
Financial Services: $121 Million
Communication Services: $63.9 Million
Energy: $54 Million
Healthcare: $47 Million
Consumer Defensive: $41.7 Million
Industrials: $29.9 Million
Basic Materials: $22.7 Million
Other: $34.4 Million