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
$26.3B
$728,000 0.2% of portfolio
6,279
Q4 2022 Reduced 4.46%
$6.69B
$721,000 0.2% of portfolio
7,832
Q4 2020 New
$105B
$706,000 0.2% of portfolio
9,923
Q3 2024 Added 125.83%
$479B
$700,000 0.2% of portfolio
4,113
Q2 2019 New
$44.7B
$667,000 0.19% of portfolio
63,121
Q3 2024 Added 38.67%
$256B
$688,000 0.19% of portfolio
6,059
Q3 2024 Added 0.1%
$72.4B
$691,000 0.19% of portfolio
11,000
Q3 2024 Added 9.66%
$13.7B
$694,000 0.19% of portfolio
7,742
Q3 2024 Reduced 10.5%
$23.4B
$694,000 0.19% of portfolio
3,604
Q3 2024 Reduced 5.38%
$88.7B
$642,000 0.18% of portfolio
3,095
Q3 2024 Added 8.18%
Vanguard Total Stock Mkt Idx Adm
-
$654,000 0.18% of portfolio
-
Q3 2024 New
$0
$614,000 0.17% of portfolio
3,102
Q4 2023 New
$33.4B
$613,000 0.17% of portfolio
2,082
Q3 2024 Reduced 6.85%
$1.38T
$606,000 0.17% of portfolio
1,059
Q1 2023 New
Fidelity Inflation Prot Bd Index
-
$597,000 0.17% of portfolio
-
Q3 2024 New
$24.1B
$593,000 0.17% of portfolio
30,800
Q3 2024 New
$30.3B
$562,000 0.16% of portfolio
28,270
Q3 2024 Added 84.93%
$3.14B
$573,000 0.16% of portfolio
34,506
Q3 2024 Reduced 4.29%
$42.1B
$587,000 0.16% of portfolio
5,874
Q3 2024 Added 14.21%
Dodge & Cox Stock I
-
$590,000 0.16% of portfolio
-
Q3 2024 New
$74.7B
$591,000 0.16% of portfolio
1,711
Q2 2021 New
$128B
$522,000 0.15% of portfolio
15,929
Q3 2024 New
$2.38B
$525,000 0.15% of portfolio
6,617
Q3 2024 Added 7.11%
$14B
$526,000 0.15% of portfolio
72,834
Q4 2023 Reduced 7.94%
$47.7B
$528,000 0.15% of portfolio
11,116
Q3 2024 New
$25.7B
$538,000 0.15% of portfolio
110,771
Q3 2024 Reduced 6.07%
$70.9B
$539,000 0.15% of portfolio
3,843
Q3 2024 Added 32.52%
-
$540,000 0.15% of portfolio
-
Q3 2024 New
$0
$542,000 0.15% of portfolio
7,860
Q3 2024 Added 0.55%
$76.4B
$547,000 0.15% of portfolio
5,008
Q1 2020 Reduced 4.21%
$26.2B
$488,000 0.14% of portfolio
17,600
Q3 2024 New
$0
$502,000 0.14% of portfolio
6,047
Q3 2024 Reduced 0.54%
$42B
$504,000 0.14% of portfolio
3,400
Q3 2022 Reduced 0.47%
$11.3B
$505,000 0.14% of portfolio
37,217
Q3 2024 Added 15.44%
$14.5B
$506,000 0.14% of portfolio
1,293
Q3 2024 Added 64.09%
$177B
$508,000 0.14% of portfolio
2,464
Q3 2024 Added 89.83%
$192B
$520,000 0.14% of portfolio
11,520
Q3 2024 Added 71.35%
$28.6B
$480,000 0.13% of portfolio
8,036
Q3 2024 Added 59.13%
$95B
$418,000 0.12% of portfolio
3,066
Q3 2024 Added 89.96%
$32B
$428,000 0.12% of portfolio
4,345
Q3 2024 Added 108.09%
$18.1B
$436,000 0.12% of portfolio
83,555
Q3 2024 Added 13.94%
$70.6B
$440,000 0.12% of portfolio
2,939
Q3 2020 New
$35.8B
$444,000 0.12% of portfolio
7,659
Q3 2024 Added 71.19%
$23.9B
$378,000 0.11% of portfolio
-
Q1 2024 New
Vanguard Total World Stock Index Admiral
-
$391,000 0.11% of portfolio
-
Q3 2024 New
$134B
$393,000 0.11% of portfolio
942
Q3 2024 New
$14.1B
$395,000 0.11% of portfolio
1,817
Q3 2024 Reduced 1.52%
$0
$398,000 0.11% of portfolio
694
Q3 2024 Reduced 27.1%
$63.5B
$400,000 0.11% of portfolio
127
Q3 2024 Added 9.48%

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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