Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q3 2024

Lester Murray Antman Dba Simply Rich has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $359 Million distributed in 221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.6M, Ishares Msci Usa Min Vol Facto with a value of $17.3M, Alphabet Inc. with a value of $16.7M, Ishares Msci Emerging Markets with a value of $15.7M, and Ishares Msci Eafe Min Vol Fact with a value of $15.1M.

Examining the 13F form we can see an increase of $42.7M in the current position value, from $316M to 359M.

Below you can find more details about Lester Murray Antman Dba Simply Rich portfolio as well as his latest detailed transactions.

Portfolio value $359 Million
Technology: $70.6 Million
ETFs: $68.5 Million
Healthcare: $41.7 Million
Communication Services: $40.7 Million
Consumer Cyclical: $33.4 Million
Financial Services: $31.7 Million
Industrials: $22.4 Million
Consumer Defensive: $17.9 Million
Other: $18.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$25.6 Million 7.15% of portfolio
110,006
Q3 2024 Reduced 0.22%
$0
$17.3 Million 4.83% of portfolio
189,595
Q3 2024 Added 0.37%
$1.05T
$16.7 Million 4.64% of portfolio
99,658
Q3 2024 Reduced 0.05%
$0
$15.7 Million 4.39% of portfolio
250,878
Q3 2024 Added 0.76%
$0
$15.1 Million 4.2% of portfolio
196,340
Q3 2024 Added 0.7%
$3.21T
$11.3 Million 3.15% of portfolio
26,299
Q1 2024 Reduced 0.41%
$1.01T
$10.2 Million 2.86% of portfolio
61,780
Q3 2022 Added 1,900.0%
$245B
$10.3 Million 2.86% of portfolio
86,194
Q3 2024 Reduced 0.38%
$569B
$8.95 Million 2.49% of portfolio
15,305
Q3 2024 Added 0.7%
$0
$7.51 Million 2.09% of portfolio
281,334
Q3 2024 Reduced 6.29%
$437B
$6.92 Million 1.93% of portfolio
17,071
Q3 2024 Added 1.29%
$518B
$6.48 Million 1.81% of portfolio
23,572
Q2 2024 Reduced 0.31%
$1.01T
$6.07 Million 1.69% of portfolio
34,927
Q3 2024 Reduced 0.94%
$0
$4.67 Million 1.3% of portfolio
26,044
Q3 2024 Added 0.13%
$103B
$4.33 Million 1.21% of portfolio
12,504
Q2 2024 Reduced 0.29%
$90.8B
$3.82 Million 1.06% of portfolio
80,488
Q3 2024 Added 5.06%
$23.8B
$3.45 Million 0.96% of portfolio
30,047
Q3 2024 Added 2.3%
$628B
$3.33 Million 0.93% of portfolio
7,231
Q3 2024 Added 2.03%
$97.7B
$3.29 Million 0.92% of portfolio
6,336
Q3 2024 Added 3.66%
$215B
$3.31 Million 0.92% of portfolio
10,855
Q3 2024 Added 6.33%
$77.3B
$3.24 Million 0.9% of portfolio
28,015
Q3 2024 Added 0.34%
$149B
$2.93 Million 0.82% of portfolio
9,095
Q2 2024 Reduced 0.85%
$228B
$2.86 Million 0.8% of portfolio
8,088
Q4 2020 Reduced 0.61%
$147B
$2.75 Million 0.77% of portfolio
23,358
Q2 2022 Reduced 0.15%
$507B
$2.55 Million 0.71% of portfolio
5,162
Q3 2022 Reduced 0.21%
$89.3B
$2.54 Million 0.71% of portfolio
5,138
Q3 2024 Added 2.23%
$79.9B
$2.5 Million 0.7% of portfolio
5,319
Q3 2024 Reduced 2.28%
$8.73B
$2.35 Million 0.66% of portfolio
149,633
Q3 2024 Added 4.0%
$82.9B
$2.31 Million 0.64% of portfolio
5,143
Q3 2024 Added 3.56%
$320B
$2.27 Million 0.63% of portfolio
14,800
Q3 2024 New
$99.6B
$2.23 Million 0.62% of portfolio
25,280
Q3 2024 Reduced 0.6%
$152B
$2.23 Million 0.62% of portfolio
34,361
Q3 2024 Added 10.41%
$191B
$2.23 Million 0.62% of portfolio
53,276
Q1 2024 Reduced 0.15%
$2.15T
$2.1 Million 0.59% of portfolio
11,280
Q2 2022 Added 1,900.0%
$75.3B
$2.06 Million 0.57% of portfolio
17,581
Q3 2024 Added 2.39%
$120B
$2.01 Million 0.56% of portfolio
6,956
Q3 2024 Reduced 1.54%
$225B
$1.94 Million 0.54% of portfolio
16,904
Q3 2024 Added 12.29%
$40.4B
$1.93 Million 0.54% of portfolio
19,604
Q3 2024 Added 2.82%
$231B
$1.91 Million 0.53% of portfolio
28,994
Q3 2024 Added 7.78%
$88.4B
$1.91 Million 0.53% of portfolio
11,895
Q2 2024 Reduced 1.57%
$432B
$1.86 Million 0.52% of portfolio
2,099
Q3 2024 Added 11.83%
$244B
$1.84 Million 0.51% of portfolio
34,516
Q3 2024 Added 5.89%
$136B
$1.83 Million 0.51% of portfolio
3,132
Q3 2024 Added 13.27%
$70.4B
$1.83 Million 0.51% of portfolio
16,343
Q3 2024 Added 15.66%
$84.7B
$1.78 Million 0.5% of portfolio
8,066
Q3 2024 Added 5.2%
$77.2B
$1.71 Million 0.48% of portfolio
6,246
Q2 2019 New
$241B
$1.71 Million 0.48% of portfolio
9,590
Q3 2024 Added 2.16%
$0
$1.72 Million 0.48% of portfolio
15,008
Q3 2024 Added 0.01%
$174B
$1.72 Million 0.48% of portfolio
14,216
Q2 2024 Reduced 2.66%

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $359 Million
  • Prior Value $316 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 52 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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