Lester Murray Antman Dba Simply Rich Portfolio Holdings

Lester Murray Antman Dba Simply Rich

  • $350 Million
  • Q4 2024

Lester Murray Antman Dba Simply Rich has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $350 Million distributed in 216 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.2M, Alphabet Inc. with a value of $18.9M, Ishares Msci Usa Min Vol Facto with a value of $16.7M, Ishares Msci Emerging Markets with a value of $15.1M, and Ishares Msci Eafe Min Vol Fact with a value of $14.3M.

Examining the 13F form we can see an decrease of $8.33M in the current position value, from $359M to 350M.

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

Portfolio value $350 Million
Technology: $74.7 Million
ETFs: $64.7 Million
Communication Services: $45.5 Million
Healthcare: $35 Million
Financial Services: $33.1 Million
Consumer Cyclical: $30.6 Million
Industrials: $21.2 Million
Consumer Defensive: $16.5 Million
Other: $16 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.51T
$27.2 Million 7.77% of portfolio
108,654
Q4 2024 Reduced 1.23%
$1.01T
$18.9 Million 5.39% of portfolio
99,225
Q4 2024 Reduced 0.43%
$980B
$11.7 Million 3.34% of portfolio
61,747
Q4 2024 Reduced 0.05%
$2.92T
$11.1 Million 3.16% of portfolio
26,274
Q4 2024 Reduced 0.1%
$483B
$7.67 Million 2.19% of portfolio
15,169
Q4 2024 Reduced 0.89%
$549B
$7.44 Million 2.12% of portfolio
23,552
Q4 2024 Reduced 0.08%
$173B
$7.4 Million 2.11% of portfolio
86,079
Q4 2024 Reduced 0.13%
$917B
$6.89 Million 1.97% of portfolio
34,895
Q4 2024 Reduced 0.09%
$359B
$6.65 Million 1.9% of portfolio
17,100
Q4 2024 Added 0.17%
$233B
$4.14 Million 1.18% of portfolio
45,790
Q4 2024 Added 0.59%
$95.8B
$3.68 Million 1.05% of portfolio
81,011
Q4 2024 Added 0.65%
$96.6B
$3.45 Million 0.99% of portfolio
12,504
Q2 2024 Reduced 0.29%
$20.9B
$3.32 Million 0.95% of portfolio
30,397
Q4 2024 Added 1.16%
$679B
$3.3 Million 0.94% of portfolio
7,278
Q4 2024 Added 0.65%
$225B
$3.16 Million 0.9% of portfolio
10,900
Q4 2024 Added 0.41%
$95B
$2.96 Million 0.84% of portfolio
5,191
Q4 2024 Added 1.03%
$135B
$2.82 Million 0.81% of portfolio
23,358
Q2 2022 Reduced 0.15%
$511B
$2.72 Million 0.78% of portfolio
5,162
Q3 2022 Reduced 0.21%
$77.6B
$2.57 Million 0.73% of portfolio
28,176
Q4 2024 Added 0.57%
$2T
$2.47 Million 0.71% of portfolio
11,280
Q2 2022 Added 1,900.0%
$70.5B
$2.41 Million 0.69% of portfolio
5,221
Q4 2024 Added 1.52%
$169B
$2.37 Million 0.68% of portfolio
9,095
Q2 2024 Reduced 0.85%
$103B
$2.31 Million 0.66% of portfolio
6,249
Q4 2024 Reduced 1.37%
$79.7B
$2.26 Million 0.64% of portfolio
5,319
Q3 2024 Reduced 2.28%
$248B
$2.08 Million 0.59% of portfolio
35,175
Q4 2024 Added 1.91%
$33.8B
$2.06 Million 0.59% of portfolio
19,808
Q4 2024 Added 1.04%
$10.4B
$2.04 Million 0.58% of portfolio
151,159
Q4 2024 Added 1.02%
$402B
$1.95 Million 0.56% of portfolio
2,124
Q4 2024 Added 1.19%
$162B
$1.95 Million 0.56% of portfolio
52,020
Q4 2024 Reduced 2.36%
$149B
$1.97 Million 0.56% of portfolio
34,755
Q4 2024 Added 1.15%
$79.5B
$1.93 Million 0.55% of portfolio
9,418
Q4 2023 Reduced 0.34%
$326B
$1.93 Million 0.55% of portfolio
14,800
Q3 2024 New
$121B
$1.92 Million 0.55% of portfolio
6,949
Q4 2024 Reduced 0.1%
$85.6B
$1.91 Million 0.55% of portfolio
25,280
Q3 2024 Reduced 0.6%
$4.15B
$1.89 Million 0.54% of portfolio
64,518
Q3 2024 Reduced 5.79%
$261B
$1.89 Million 0.54% of portfolio
9,733
Q4 2024 Added 1.49%
$94.7B
$1.9 Million 0.54% of portfolio
8,172
Q4 2024 Added 1.31%
$65.6B
$1.87 Million 0.53% of portfolio
18,447
Q4 2024 Added 4.93%
$319B
$1.82 Million 0.52% of portfolio
7,375
Q3 2022 Reduced 5.14%
$123B
$1.8 Million 0.51% of portfolio
6,152
Q4 2024 Added 1.23%
$97.4B
$1.77 Million 0.51% of portfolio
11,895
Q2 2024 Reduced 1.57%
$77.6B
$1.74 Million 0.5% of portfolio
7,486
Q4 2024 Reduced 0.45%
$59.9B
$1.76 Million 0.5% of portfolio
6,246
Q2 2019 New
$68.4B
$1.71 Million 0.49% of portfolio
16,565
Q4 2024 Added 1.36%
$253B
$1.66 Million 0.47% of portfolio
26,564
Q4 2024 Reduced 8.38%
$195B
$1.65 Million 0.47% of portfolio
14,216
Q2 2024 Reduced 2.66%
$81.2B
$1.61 Million 0.46% of portfolio
18,920
Q1 2022 Reduced 0.02%
$70.1B
$1.59 Million 0.45% of portfolio
8,255
Q1 2020 Reduced 2.47%
$241B
$1.55 Million 0.44% of portfolio
15,892
Q4 2024 Reduced 5.99%

Summary

  • Portfolio
  • No. of Stocks 216
  • Current Value $350 Million
  • Prior Value $359 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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