LM
| |
Lester Murray Antman dba SimplyRich13F | |
| Lester Murray Antman dba SimplyRich | |
| Last update 2025-05-09 | 204 Stocks (7 new) |
| Value $342.00 Mil | Turnover 2 % |
Lester Murray Antman dba Simpl... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 108,554 | 24,110.0 | -0.09% | 7.050 | -0.01% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
USMV | iShares MSCI USA Min Vol Factor ETF | 211,915 | 19,850.0 | +12.56% | 5.810 | +0.65% | 0.080 | +1.95% | +6.79% | 23,944.1 | ||
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 203,486 | 15,860.0 | +0.76% | 4.640 | +0.04% | 0.310 | +9.01% | +21.19% | 5,491.2 | ||
GOOG | Alphabet Inc | 99,177 | 15,490.0 | -0.05% | 4.530 | 0% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
EEMV |
iShares MSCI Emerging Markets Min Vol Factor ETF
iShares MSCI Emerging Markets Min Vol Factor ETF
| 257,474 | 15,020.0 | -1.02% | 4.390 | -0.04% | 0.360 | +10.44% | +10.50% | 4,585.3 | ||
MSFT | Microsoft Corp | 26,262 | 9,860.0 | -0.05% | 2.880 | 0% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
GOOGL | Alphabet Inc | 61,747 | 9,550.0 | 0% | 2.790 | 0% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
V | Visa Inc | 23,552 | 8,250.0 | 0% | 2.410 | 0% | 0.000 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
UNH | UnitedHealth Group Inc | 15,169 | 7,940.0 | 0% | 2.320 | 0% | 0.000 | -42.50% | -38.31% | 279,898.2 | Healthcare Plans | |
HD | The Home Depot Inc | 17,071 | 6,260.0 | -0.17% | 1.830 | 0% | 0.000 | +5.08% | -3.25% | 369,794.8 | Retail - Cyclical |
Lester Murray Antman dba SimplyRich's Historical Top Holdings Breakdowns
Lester Murray Antman dba SimplyRich's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Add Add | +0.65% | 87.68 ($92.03) 94.57 | $94.16 | 2.31% | Add 12.56% | 211,915 | 23,651 | |
REET | iShares Global REIT ETF | 2025-03-31 | Reduce Reduce | -0.57% | 23.24 ($24.35) 25.13 | $24.95 | 2.46% | Reduce -31.69% | 176,521 | -81,872 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.47% | 663000 ($729331) 801950 | $727,455.00 | -0.26% | New holding | 2 | 2 | |
TSEM | Tower Semiconductor Ltd | 2025-03-31 | Sold Out Sold Out | -0.19% | 35.43 ($45.19) 54.74 | $46.40 | 2.68% | Sold Out | 0 | -12,889 | |
RGA | Reinsurance Group of America Inc | 2025-03-31 | Sold Out Sold Out | -0.14% | 186.01 ($207.27) 231.1 | $197.79 | -4.57% | Sold Out | 0 | -2,257 | |
FN | Fabrinet | 2025-03-31 | Sold Out Sold Out | -0.13% | 183.66 ($218.21) 267.24 | $294.66 | 35.04% | Sold Out | 0 | -2,108 | |
UPS | United Parcel Service Inc | 2025-03-31 | Sold Out Sold Out | -0.12% | 109.66 ($119.57) 136.26 | $104.13 | -12.91% | Sold Out | 0 | -3,238 | |
TME | Tencent Music Entertainment Group | 2025-03-31 | New Buy New Buy | +0.11% | 10.28 ($12.48) 15.09 | $19.46 | 55.93% | New holding | 26,543 | 26,543 | |
EDU |
New Oriental Education & Technology Group Inc
New Oriental Education & Technology Group Inc
| 2025-03-31 | Sold Out Sold Out | -0.09% | 45.78 ($51.4) 63.77 | $51.48 | 0.16% | Sold Out | 0 | -5,023 | |
T | AT&T Inc | 2025-03-31 | Add Add | +0.08% | 21.56 ($25.15) 28.28 | $28.36 | 12.76% | Add 67.41% | 22,456 | 9,042 |
Lester Murray Antman dba SimplyRich Total Holding History ($B)
Lester Murray Antman dba SimplyRich's Asset Allocation
Lester Murray Antman dba SimplyRich Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lester Murray Antman dba SimplyRich's Hypothetical Growth since 2025-03-31
Lester Murray Antman dba SimplyRich's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lester Murray Antman dba SimplyRich's Holdings Heat Map
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Lester Murray Antman dba SimplyRich's Holdings Bubble Chart
Lester Murray Antman dba SimplyRich News
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