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 Market Cap. of $200 Billions or more
