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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.98B
$259,000 0.07% of portfolio
41,959
Q3 2024 New

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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