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Home > Institutional Investor > Dorchester Wealth Management Co > Profile

Instuitional Investor - Dorchester Wealth Management Co

Fund Profile
Filing Period:
Fund Name: Dorchester Wealth Management Co
Portfolio Value $501,330,186
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 207,802 $52,037,884 10.37%
2.
Bank Of Montreal N
 BMO 183,463 $17,668,801 3.52%
3.
Alphabet Inc.
 GOOGL 91,564 $17,437,407 3.47%
4.
Toronto Dominion Bank Ont
 TD 302,234 $15,822,919 3.15%
5.
Royal Bank Canada Montreal Que
 RY 123,052 $14,821,997 2.95%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)