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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$198B
$10.3 Million 2.86% of portfolio
86,194
Q3 2024 Reduced 0.38%
$85.6B
$4.33 Million 1.21% of portfolio
12,504
Q2 2024 Reduced 0.29%
$87.1B
$3.82 Million 1.06% of portfolio
80,488
Q3 2024 Added 5.06%
$23.2B
$3.45 Million 0.96% of portfolio
30,047
Q3 2024 Added 2.3%
$89.2B
$3.29 Million 0.92% of portfolio
6,336
Q3 2024 Added 3.66%
$71.1B
$3.24 Million 0.9% of portfolio
28,015
Q3 2024 Added 0.34%
$140B
$2.93 Million 0.82% of portfolio
9,095
Q2 2024 Reduced 0.85%
$140B
$2.75 Million 0.77% of portfolio
23,358
Q2 2022 Reduced 0.15%
$83B
$2.54 Million 0.71% of portfolio
5,138
Q3 2024 Added 2.23%
$76.3B
$2.5 Million 0.7% of portfolio
5,319
Q3 2024 Reduced 2.28%
$77.1B
$2.31 Million 0.64% of portfolio
5,143
Q3 2024 Added 3.56%
$92.3B
$2.23 Million 0.62% of portfolio
25,280
Q3 2024 Reduced 0.6%
$143B
$2.23 Million 0.62% of portfolio
34,361
Q3 2024 Added 10.41%
$166B
$2.23 Million 0.62% of portfolio
53,276
Q1 2024 Reduced 0.15%
$69.5B
$2.06 Million 0.57% of portfolio
17,581
Q3 2024 Added 2.39%
$113B
$2.01 Million 0.56% of portfolio
6,956
Q3 2024 Reduced 1.54%
$83.7B
$1.91 Million 0.53% of portfolio
11,895
Q2 2024 Reduced 1.57%
$126B
$1.83 Million 0.51% of portfolio
3,132
Q3 2024 Added 13.27%
$65.2B
$1.83 Million 0.51% of portfolio
16,343
Q3 2024 Added 15.66%
$83.6B
$1.78 Million 0.5% of portfolio
8,066
Q3 2024 Added 5.2%
$71.4B
$1.71 Million 0.48% of portfolio
6,246
Q2 2019 New
$170B
$1.72 Million 0.48% of portfolio
14,216
Q2 2024 Reduced 2.66%
$79.5B
$1.69 Million 0.47% of portfolio
9,418
Q4 2023 Reduced 0.34%
$121B
$1.68 Million 0.47% of portfolio
6,077
Q3 2024 Added 14.06%
$97.7B
$1.65 Million 0.46% of portfolio
15,900
Q1 2020 Reduced 8.62%
$72B
$1.62 Million 0.45% of portfolio
3,067
Q3 2023 Reduced 0.2%
$79B
$1.53 Million 0.43% of portfolio
8,255
Q1 2020 Reduced 2.47%
$101B
$1.48 Million 0.41% of portfolio
18,920
Q1 2022 Reduced 0.02%
$105B
$1.37 Million 0.38% of portfolio
6,140
Q3 2024 Added 5.37%
$94.9B
$1.37 Million 0.38% of portfolio
61,352
Q3 2024 Added 76.46%
$23.7B
$1.31 Million 0.36% of portfolio
13,654
Q3 2020 Reduced 0.2%
$94.2B
$1.3 Million 0.36% of portfolio
7,520
Q3 2024 Added 900.0%
$86.1B
$1.3 Million 0.36% of portfolio
50,632
Q3 2024 New
$33.8B
$1.25 Million 0.35% of portfolio
19,220
Q1 2020 Reduced 1.54%
$16.7B
$1.21 Million 0.34% of portfolio
12,129
Q3 2024 Reduced 6.09%
$38.2B
$1.22 Million 0.34% of portfolio
17,266
Q4 2020 Reduced 23.32%
$82B
$1.17 Million 0.33% of portfolio
15,945
Q3 2024 Added 8.27%
$27.6B
$1.13 Million 0.32% of portfolio
13,520
Q3 2024 Added 7.66%
$31.4B
$1.16 Million 0.32% of portfolio
7,560
Q2 2022 New
$43.3B
$1.13 Million 0.31% of portfolio
16,206
Q3 2024 Added 21.66%
$77.5B
$1.12 Million 0.31% of portfolio
4,267
Q1 2022 Reduced 0.19%
$200B
$1.07 Million 0.3% of portfolio
4,833
Q3 2024 Added 26.62%
$63.5B
$1.05 Million 0.29% of portfolio
5,215
Q2 2019 New
$19.2B
$1.05 Million 0.29% of portfolio
162,769
Q3 2024 Added 3.8%
$48.8B
$985,000 0.27% of portfolio
31,069
Q3 2024 Reduced 4.07%
$55B
$978,000 0.27% of portfolio
12,603
Q2 2020 New
$142B
$975,000 0.27% of portfolio
3,959
Q1 2023 Reduced 1.17%
$16B
$955,000 0.27% of portfolio
10,765
Q3 2024 Reduced 6.21%
$39.7B
$924,000 0.26% of portfolio
5,251
Q3 2024 Added 7.03%

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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