Lester Murray Antman Dba Simply Rich Portfolio Holdings
Lester Murray Antman Dba Simply Rich
- $346 Million
- Q1 2025
Lester Murray Antman Dba Simply Rich has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $346 Million distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.1M, Ishares Msci Usa Min Vol Facto with a value of $19.8M, Ishares Msci Eafe Min Vol Fact with a value of $15.9M, Alphabet Inc. with a value of $15.5M, and Ishares Msci Emerging Markets with a value of $15M.
Examining the 13F form we can see an decrease of $4.78M in the current position value, from $350M to 346M.
Below you can find more details about Lester Murray Antman Dba Simply Rich portfolio as well as his latest detailed transactions.
Portfolio value
$346 Million
ETFs: $67.6 Million
Technology: $66.5 Million
Communication Services: $40.8 Million
Financial Services: $37 Million
Healthcare: $36.1 Million
Consumer Cyclical: $30.6 Million
Industrials: $21.4 Million
Consumer Defensive: $16.2 Million
Other: $17.6 Million