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
$67.9B
$1.44 Million 0.41% of portfolio
3,067
Q3 2023 Reduced 0.2%
$34.8B
$1.39 Million 0.4% of portfolio
7,560
Q2 2022 New
$89.8B
$1.37 Million 0.39% of portfolio
62,420
Q4 2024 Added 1.74%
$116B
$1.34 Million 0.38% of portfolio
15,900
Q1 2020 Reduced 8.62%
$114B
$1.33 Million 0.38% of portfolio
6,242
Q4 2024 Added 1.66%
$112B
$1.32 Million 0.38% of portfolio
2,724
Q4 2024 Reduced 13.03%
$296B
$1.32 Million 0.38% of portfolio
1,903
Q4 2022 Reduced 6.12%
$1.52B
$1.3 Million 0.37% of portfolio
24,315
Q4 2024 Added 205.31%
$20.1B
$1.3 Million 0.37% of portfolio
368,189
Q4 2024 Added 126.2%
$200B
$1.31 Million 0.37% of portfolio
11,756
Q4 2024 Reduced 0.46%
$83B
$1.26 Million 0.36% of portfolio
50,632
Q3 2024 New
$26.6B
$1.21 Million 0.34% of portfolio
13,772
Q4 2024 Added 1.86%
$38.3B
$1.19 Million 0.34% of portfolio
19,220
Q1 2020 Reduced 1.54%
$392B
$1.16 Million 0.33% of portfolio
6,907
Q2 2024 Reduced 0.19%
$232B
$1.11 Million 0.32% of portfolio
16,930
Q2 2019 New
$41.2B
$1.11 Million 0.32% of portfolio
5,401
Q4 2024 Added 2.86%
$80.6B
$1.08 Million 0.31% of portfolio
4,267
Q1 2022 Reduced 0.19%
$43.5B
$1.06 Million 0.3% of portfolio
17,266
Q4 2020 Reduced 23.32%
$72.2B
$1.05 Million 0.3% of portfolio
5,215
Q2 2019 New
$0
$970,000 0.28% of portfolio
18,073
Q3 2024 New
$62.4B
$994,000 0.28% of portfolio
12,603
Q2 2020 New
$44.2B
$943,000 0.27% of portfolio
15,874
Q4 2024 Reduced 2.05%
$25.5B
$910,000 0.26% of portfolio
12,254
Q4 2024 Reduced 10.25%
$154B
$902,000 0.26% of portfolio
3,959
Q1 2023 Reduced 1.17%
$83.9B
$899,000 0.26% of portfolio
15,065
Q4 2024 Reduced 5.52%
$17.6B
$838,000 0.24% of portfolio
10,765
Q3 2024 Reduced 6.21%
$199B
$803,000 0.23% of portfolio
5,281
Q2 2024 Reduced 2.04%
$299B
$791,000 0.23% of portfolio
12,720
Q4 2024 Reduced 0.13%
$17B
$785,000 0.22% of portfolio
9,539
Q4 2024 Added 23.21%
$12.2B
$773,000 0.22% of portfolio
47,960
Q4 2024 Added 28.87%
$187B
$724,000 0.21% of portfolio
1,996
Q4 2022 Reduced 3.11%
$59.9B
$724,000 0.21% of portfolio
5,357
Q4 2022 Reduced 9.49%
$7.61B
$751,000 0.21% of portfolio
7,832
Q4 2020 New
$485B
$685,000 0.2% of portfolio
4,113
Q2 2019 New
$34.9B
$652,000 0.19% of portfolio
2,082
Q3 2024 Reduced 6.85%
$24.1B
$659,000 0.19% of portfolio
6,210
Q4 2024 Reduced 1.1%
$2.19B
$661,000 0.19% of portfolio
329,160
Q4 2024 New
$5.22B
$663,000 0.19% of portfolio
12,889
Q4 2024 New
$27.9B
$672,000 0.19% of portfolio
3,604
Q3 2024 Reduced 5.38%
$80.9B
$614,000 0.18% of portfolio
1,711
Q2 2021 New
$30.4B
$614,000 0.18% of portfolio
29,058
Q4 2024 Added 585.17%
$1.61T
$620,000 0.18% of portfolio
1,059
Q1 2023 New
$73.9B
$620,000 0.18% of portfolio
5,008
Q1 2020 Reduced 4.21%
-
$626,000 0.18% of portfolio
-
Q4 2024 Added 11.85%
$93.7B
$641,000 0.18% of portfolio
3,177
Q4 2024 Added 2.65%
$45.1B
$642,000 0.18% of portfolio
4,595
Q2 2020 New
$2.26B
$590,000 0.17% of portfolio
37,423
Q4 2024 Added 465.56%
$46.1B
$596,000 0.17% of portfolio
62,533
Q4 2024 Reduced 0.93%
$211B
$602,000 0.17% of portfolio
6,059
Q3 2024 Added 0.1%

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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