$109 Million is the total value of Lester Murray Antman dba SimplyRich's 74 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Home Depot Inc | $2,972,000 | -17.8% | 17,461 | 0.0% | 2.73% | +38.4% | |
| CMCSA | COMCAST CORP NEWcl a | $1,903,000 | -3.0% | 55,396 | 0.0% | 1.75% | +63.5% | |
| EL | LAUDER ESTEE COS INCcl a | $1,864,000 | -11.5% | 14,496 | 0.0% | 1.71% | +49.1% | |
| NVS | NOVARTIS A Gsponsored adr | $1,410,000 | -1.1% | 16,537 | 0.0% | 1.30% | +66.8% | |
| WMT | WAL-MART STORES INC | $1,347,000 | -1.9% | 14,623 | 0.0% | 1.24% | +65.3% | |
| CSCO | CISCO SYS INC | $1,344,000 | -12.0% | 31,416 | 0.0% | 1.24% | +48.1% | |
| DIS | DISNEY WALT CO | $1,287,000 | -8.3% | 11,998 | 0.0% | 1.18% | +54.6% | |
| CNI | CANADIAN NATL RY CO | $1,218,000 | -18.0% | 16,547 | 0.0% | 1.12% | +38.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $1,144,000 | -19.6% | 13,881 | 0.0% | 1.05% | +35.4% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $1,027,000 | -7.1% | 23,237 | 0.0% | 0.94% | +56.6% | |
| WPS | ISHARES TRintl devppty etf | $933,000 | -6.8% | 27,058 | 0.0% | 0.86% | +57.0% | |
| LVMUY | LVMH Moet Hennessy Louis Vuitton SEadr | $859,000 | -17.6% | 14,800 | 0.0% | 0.79% | +38.7% | |
| ZNGA | ZYNGA INCcl a | $724,000 | -3.1% | 186,228 | 0.0% | 0.66% | +63.0% | |
| INFY | INFOSYS LTDsponsored adr | $648,000 | -7.3% | 68,712 | 0.0% | 0.60% | +56.4% | |
| AZN | ASTRAZENECA PLCsponsored adr | $639,000 | -4.6% | 16,930 | 0.0% | 0.59% | +60.4% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $627,000 | -14.7% | 16,506 | 0.0% | 0.58% | +43.6% | |
| CUK | CARNIVAL PLCadr | $622,000 | -23.5% | 12,890 | 0.0% | 0.57% | +28.8% | |
| NLY | ANNALY CAP MGMT INC | $617,000 | -3.6% | 62,558 | 0.0% | 0.57% | +62.5% | |
| MDLZ | MONDELEZ INTL INCcl a | $606,000 | -7.2% | 15,200 | 0.0% | 0.56% | +56.5% | |
| BRDCY | Bridgestone Corpadr | $591,000 | +1.7% | 30,800 | 0.0% | 0.54% | +71.3% | |
| EBAY | EBAY INC | $551,000 | -14.6% | 19,520 | 0.0% | 0.51% | +43.8% | |
| MU | MICRON TECHNOLOGY INC | $549,000 | -30.2% | 17,400 | 0.0% | 0.50% | +17.7% | |
| SIRI | SIRIUS XM HLDGS INC | $515,000 | -9.5% | 90,100 | 0.0% | 0.47% | +52.6% | |
| ING | ING GROEP N Vsponsored adr | $467,000 | -17.9% | 43,900 | 0.0% | 0.43% | +38.4% | |
| CBS | CBS CORP NEWcl b | $438,000 | -24.5% | 10,100 | 0.0% | 0.40% | +27.5% | |
| ABB | ABB LTDsponsored adr | $408,000 | -20.0% | 21,575 | 0.0% | 0.38% | +34.9% | |
| KMTUY | Komatsu Ltd | $382,000 | -28.7% | 17,600 | 0.0% | 0.35% | +20.2% | |
| SCCO | SOUTHERN COPPER CORP | $352,000 | -29.2% | 11,521 | 0.0% | 0.32% | +19.6% | |
| AZSEY | Allianz SEadr | $339,000 | -9.4% | 16,891 | 0.0% | 0.31% | +52.9% | |
| MHGVY | Marine Harvest ASAadr | $316,000 | -9.7% | 15,099 | 0.0% | 0.29% | +51.8% | |
| SUHJY | Sun Hung Kai Properties Limitedadr | $223,000 | -2.2% | 15,700 | 0.0% | 0.20% | +65.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 24 | Q3 2023 | 9.2% |
| UNITEDHEALTH GROUP INC COM | 24 | Q3 2023 | 3.7% |
| MICROSOFT CORP COM | 24 | Q3 2023 | 4.0% |
| VISA INC COM CL A | 24 | Q3 2023 | 3.1% |
| HOME DEPOT INC COM | 24 | Q3 2023 | 2.7% |
| NOVO NORDISK A/S ADR SPONSORED | 24 | Q3 2023 | 3.8% |
| LAUDER ESTEE COS INC | 24 | Q3 2023 | 2.1% |
| NIKE INC COM CL B | 24 | Q3 2023 | 1.9% |
| TAIWAN SEMICONDUCTOR MFG LTD | 24 | Q3 2023 | 1.9% |
| PAYPAL HOLDINGS INC COM | 24 | Q3 2023 | 2.5% |
View Lester Murray Antman dba SimplyRich's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-07 |
View Lester Murray Antman dba SimplyRich's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.