Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
27
3
1
0
0
0
17
0
1
DORCHESTER WEALTH MANAGEMENT CO

Time Period2018-06-30

Total Holdings106

Total Value ($x1000)304,204
Activities
New6

Increased24

Unchanged23

Decreased53

Sold Out2

Top 10 Stock Holdingstotal 40.66%
BNS8.29

RY5.13

TD4.94

SU4.48

BMO4.05

 
BCE2.87

JNJ2.85

CNI2.72

AAPL2.68

GIB2.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BNS
8.29%
COM
RY
5.13%
COM
TD
4.94%
COM NEW
SU
4.48%
COM
BMO
4.05%
COM
BCE
2.87%
COM NEW
JNJ
2.85%
COM
CNI
2.72%
COM
AAPL
2.68%
COM
GIB
2.65%
CL A SUB VTG
TRP
2.56%
COM
RCI
2.42%
CL B
MFC
2.27%
COM
CNQ
2.22%
COM
WMT
2.22%
COM
ENR
2.11%
COM
PFE
2.02%
COM
CBS
2%
CL B
CVS
1.92%
COM
CSCO
1.75%
COM
OTEX
1.7%
COM
ORCL
1.63%
COM
TU
1.62%
COM
GG
1.58%
COM
GILD
1.51%
COM
CVE
1.48%
COM
WFC
1.47%
COM
IBM
1.47%
COM
PEP
1.38%
COM
GE
1.31%
COM
UNH
1.27%
COM
PM
1.24%
COM
MCD
1.2%
COM
PAY
1.2%
COM
CMCSA
1.15%
CL A
JPM
1.03%
COM
AQN
0.96%
COM
VZ
0.89%
COM
CM
0.72%
COM
CL
0.6%
COM
ENB
0.53%
COM
BAM
0.47%
CL A LTD VT SH
XOM
0.45%
COM
SLF
0.43%
COM
PG
0.42%
COM
WBA
0.42%
COM
BMY
0.38%
COM
FB
0.36%
CL A
TRI
0.3%
COM
PBA
0.3%
COM
AUY
0.29%
COM
MO
0.29%
COM
ABBV
0.28%
COM
NTR
0.28%
COM
RDS/A
0.28%
SPONS ADR A
MRK
0.28%
COM
XLK
0.27%
TECHNOLOGY
ASA
0.26%
SHS
GFI
0.25%
SPONSORED ADR
T
0.25%
COM
KGC
0.25%
COM NO PAR
IAG
0.24%
COM
DEO
0.24%
SPON ADR NEW
ABX
0.23%
COM
IMO
0.23%
COM NEW
FTS
0.21%
COM
HD
0.21%
COM
LOW
0.2%
COM
BEP
0.2%
PARTNERSHIP UNIT
SPY
0.18%
TR UNIT
BIP
0.17%
LP INT UNIT
JE
0.16%
COM
TOT
0.15%
SPONSORED ADR
EGO
0.15%
COM
INTC
0.14%
COM
MIDD
0.14%
COM
SLB
0.14%
COM
CP
0.12%
COM
MSFT
0.11%
COM
KHC
0.11%
COM
CMI
0.1%
COM
TSG
0.1%
COM
ABT
0.1%
COM
GLW
0.1%
COM
MAXR
0.1%
COM
CH
0.09%
COM
ADM
0.09%
COM
NEM
0.09%
COM
GLD
0.09%
GOLD SHS
MOS
0.09%
COM
AEM
0.09%
COM
MMM
0.08%
COM
CVX
0.08%
COM
GIS
0.08%
COM
COST
0.08%
COM
GDX
0.08%
GOLD MINERS ETF
ECA
0.08%
COM
VALE
0.08%
ADR
AGI
0.07%
COM CL A
SPGI
0.07%
COM
ADP
0.07%
COM
TGA
0.07%
COM
ADT
0.06%
COM
BB
0.04%
COM
SQBG
0.03%
COM
PDS
0.02%
COM 2010
GRR
0.14%
COM
PVG
0.04%
COM