$182 Million is the total value of Lester Murray Antman dba SimplyRich's 138 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 17.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $10,285,000 | +42.0% | 28,428 | 0.0% | 5.66% | +17.2% | |
| USMV | Buy | ISHARES TRmin vol usa etf | $10,219,000 | +15.4% | 170,577 | +6.6% | 5.62% | -4.8% |
| EEMV | Buy | ISHARES INCmin vol emrg mkt | $9,813,000 | +20.5% | 187,623 | +6.9% | 5.40% | -0.6% |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $9,495,000 | +13.4% | 143,667 | +7.8% | 5.22% | -6.4% |
| GOOG | Alphabet Incclass c | $7,894,000 | +21.6% | 5,659 | 0.0% | 4.34% | +0.4% | |
| REET | Buy | ISHARES TRglobal reit etf | $7,336,000 | +23.7% | 353,356 | +14.8% | 4.04% | +2.1% |
| MSFT | MICROSOFT CORP | $5,326,000 | +23.8% | 26,841 | 0.0% | 2.93% | +2.2% | |
| V | Buy | VISA INC | $4,539,000 | +15.9% | 23,718 | +0.3% | 2.50% | -4.3% |
| UNH | Buy | UnitedHealth Group Inc | $4,478,000 | +15.5% | 15,453 | +0.1% | 2.46% | -4.7% |
| GOOGL | Alphabet Inccap stk cl a | $4,326,000 | +21.9% | 3,096 | 0.0% | 2.38% | +0.6% | |
| HD | Sell | Home Depot Inc | $4,162,000 | +25.3% | 16,909 | -0.2% | 2.29% | +3.4% |
| PYPL | PAYPAL HLDGS INC | $3,210,000 | +73.5% | 19,070 | 0.0% | 1.77% | +43.2% | |
| NVO | Sell | NOVO-NORDISK A Sadr | $2,787,000 | +8.9% | 42,516 | -0.1% | 1.53% | -10.1% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $2,714,000 | +13.3% | 14,618 | +0.8% | 1.49% | -6.5% |
| RSP | Sell | RYDEX ETF TRUSTgug s&p500 eq wt | $2,701,000 | +10.2% | 26,905 | -6.0% | 1.49% | -9.0% |
| NKE | Buy | NIKE INCcl b | $2,489,000 | +12.9% | 25,958 | +0.5% | 1.37% | -6.9% |
| CI | Buy | CIGNA CORPORATION | $2,355,000 | +5.7% | 12,554 | +0.5% | 1.30% | -12.7% |
| AMGN | AMGEN INC | $2,172,000 | +11.0% | 9,380 | 0.0% | 1.20% | -8.4% | |
| CMCSA | COMCAST CORP NEWcl a | $2,121,000 | +9.7% | 54,480 | 0.0% | 1.17% | -9.4% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $1,958,000 | +18.0% | 34,708 | 0.0% | 1.08% | -2.6% | |
| MCD | Buy | MCDONALDS CORP | $1,855,000 | +9.4% | 10,148 | +0.6% | 1.02% | -9.7% |
| GIB | Buy | GROUPE CGI INCcl a sub vtg | $1,835,000 | +21.2% | 29,074 | +0.7% | 1.01% | 0.0% |
| RELX | Buy | RELX PLCsponsored adr | $1,807,000 | +10.5% | 76,501 | +0.7% | 0.99% | -8.8% |
| ZNGA | ZYNGA INCcl a | $1,780,000 | +39.3% | 186,228 | 0.0% | 0.98% | +14.9% | |
| INTC | Buy | INTEL CORP | $1,743,000 | +5.6% | 29,907 | +0.5% | 0.96% | -12.8% |
| ACN | Sell | ACCENTURE PLC IRELAND | $1,731,000 | +25.1% | 8,138 | -0.1% | 0.95% | +3.3% |
| WMT | Buy | WAL-MART STORES INC | $1,729,000 | +3.5% | 14,523 | +0.2% | 0.95% | -14.6% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $1,612,000 | +7.7% | 20,765 | -0.7% | 0.89% | -11.1% |
| ANTM | ANTHEM INC | $1,563,000 | +12.4% | 6,028 | 0.0% | 0.86% | -7.1% | |
| MA | MASTERCARD INCORPORATEDcl a | $1,512,000 | +15.7% | 5,162 | 0.0% | 0.83% | -4.5% | |
| AMZN | AMAZON COM INC | $1,512,000 | +36.5% | 564 | 0.0% | 0.83% | +12.7% | |
| NVS | Buy | NOVARTIS A Gsponsored adr | $1,450,000 | +9.6% | 16,608 | +2.8% | 0.80% | -9.5% |
| CSCO | CISCO SYS INC | $1,435,000 | +14.4% | 31,103 | 0.0% | 0.79% | -5.6% | |
| CNI | Buy | CANADIAN NATL RY CO | $1,415,000 | +14.8% | 16,279 | +0.9% | 0.78% | -5.4% |
| DIS | DISNEY WALT CO | $1,378,000 | +11.7% | 12,360 | 0.0% | 0.76% | -7.8% | |
| LVMUY | LVMH Moet Hennessy Louis Vuitton SEadr | $1,299,000 | +13.3% | 14,800 | 0.0% | 0.72% | -6.4% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,261,000 | -2.5% | 7,118 | +0.9% | 0.69% | -19.5% |
| NTTYY | Sell | Nippon Telegraph & Telephone Corpadr | $1,212,000 | -7.3% | 51,859 | -0.1% | 0.67% | -23.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,213,000 | +27.8% | 6,442 | +136.8% | 0.67% | +5.5% |
| TJX | TJX COS INC NEW | $1,186,000 | +6.8% | 23,358 | 0.0% | 0.65% | -11.9% | |
| TM | Buy | TOYOTA MOTOR CORP | $1,099,000 | +2.4% | 8,663 | +1.1% | 0.60% | -15.5% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,092,000 | +9.0% | 12,085 | +1.1% | 0.60% | -10.0% |
| SCCO | Buy | SOUTHERN COPPER CORP | $1,077,000 | +49.2% | 28,080 | +7.4% | 0.59% | +23.1% |
| SAP | SAP SEspon adr | $1,076,000 | +22.6% | 7,775 | 0.0% | 0.59% | +1.2% | |
| EBAY | EBAY INC | $986,000 | +64.6% | 19,220 | 0.0% | 0.54% | +35.8% | |
| UL | Buy | UNILEVER PLCspon adr new | $981,000 | +10.6% | 17,758 | +1.2% | 0.54% | -8.6% |
| NOC | NORTHROP GRUMMAN CORP | $948,000 | +887.5% | 3,067 | 0.0% | 0.52% | +714.1% | |
| FISV | FISERV INC | $926,000 | -1.4% | 9,550 | 0.0% | 0.51% | -18.7% | |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $908,000 | – | 14,664 | +100.0% | 0.50% | – |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $902,000 | +6.7% | 23,237 | 0.0% | 0.50% | -11.9% | |
| AZN | ASTRAZENECA PLCsponsored adr | $896,000 | +18.8% | 16,930 | 0.0% | 0.49% | -2.0% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $889,000 | +31.1% | 13,681 | 0.0% | 0.49% | +8.2% | |
| FSLY | New | FASTLY INCcl a | $881,000 | – | 11,269 | +100.0% | 0.48% | – |
| PNC | PNC FINL SVCS GROUP INC | $849,000 | +1.8% | 8,255 | 0.0% | 0.47% | -16.0% | |
| FDX | FEDEX CORP | $840,000 | +8.2% | 6,246 | 0.0% | 0.46% | -10.6% | |
| PG | PROCTER AND GAMBLE CO | $824,000 | +2.4% | 7,001 | 0.0% | 0.45% | -15.6% | |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $808,000 | +139.1% | 24,758 | -14.0% | 0.44% | +97.3% |
| MU | MICRON TECHNOLOGY INC | $781,000 | +10.3% | 15,900 | 0.0% | 0.43% | -8.9% | |
| UN | UNILEVER N V | $774,000 | +10.7% | 14,414 | 0.0% | 0.43% | -8.6% | |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $768,000 | +32.0% | 10,167 | +2.1% | 0.42% | +8.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $762,000 | +0.4% | 15,068 | +1.5% | 0.42% | -17.2% |
| MMM | 3M CO | $759,000 | +12.9% | 4,880 | 0.0% | 0.42% | -6.9% | |
| MCK | MCKESSON CORP | $756,000 | +9.9% | 4,982 | 0.0% | 0.42% | -9.4% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $736,000 | +8.1% | 5,026 | +1.7% | 0.40% | -10.8% |
| ITW | ILLINOIS TOOL WKS INC | $727,000 | +19.8% | 4,267 | 0.0% | 0.40% | -1.2% | |
| UNP | UNION PAC CORP | $714,000 | +18.2% | 4,311 | 0.0% | 0.39% | -2.5% | |
| FB | FACEBOOK INCcl a | $710,000 | +33.0% | 3,216 | 0.0% | 0.39% | +9.8% | |
| PEP | PEPSICO INC | $707,000 | +4.6% | 5,391 | 0.0% | 0.39% | -13.7% | |
| CB | CHUBB LIMITED | $699,000 | +10.3% | 5,562 | 0.0% | 0.38% | -9.2% | |
| MSI | MOTOROLA SOLUTIONS INC | $673,000 | +3.7% | 4,869 | 0.0% | 0.37% | -14.5% | |
| ASML | ASML HOLDING N V | $667,000 | +36.1% | 1,829 | 0.0% | 0.37% | +12.2% | |
| CVS | CVS HEALTH CORP | $666,000 | +7.9% | 10,331 | 0.0% | 0.37% | -10.9% | |
| ACWV | Sell | ISHARES INCmin vol gbl etf | $658,000 | -49.3% | 7,550 | -52.3% | 0.36% | -58.1% |
| WPS | ISHARES TRintl devppty etf | $650,000 | +9.1% | 21,514 | 0.0% | 0.36% | -9.8% | |
| TGT | TARGET CORP | $635,000 | +23.5% | 5,357 | 0.0% | 0.35% | +1.7% | |
| T | Sell | AT&T INC | $593,000 | -1.7% | 19,810 | -0.8% | 0.33% | -18.9% |
| PCAR | PACCAR INC | $575,000 | +18.3% | 7,800 | 0.0% | 0.32% | -2.5% | |
| MMC | Buy | MARSH & MCLENNAN COS INC | $572,000 | +20.4% | 5,431 | +2.3% | 0.32% | -0.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $561,000 | +13.3% | 10,257 | +13.4% | 0.31% | -6.4% |
| RCI | New | ROGERS COMMUNICATIONS INCcl b | $550,000 | – | 13,622 | +100.0% | 0.30% | – |
| KO | COCA COLA CO | $530,000 | -1.5% | 11,956 | 0.0% | 0.29% | -18.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $530,000 | -3.3% | 2 | 0.0% | 0.29% | -20.0% | |
| SIRI | SIRIUS XM HLDGS INC | $514,000 | +18.4% | 90,157 | 0.0% | 0.28% | -2.1% | |
| TRI | Buy | THOMSON REUTERS CORP | $505,000 | +69.5% | 7,543 | +68.3% | 0.28% | +39.7% |
| CME | CME GROUP INC | $502,000 | -6.9% | 3,096 | 0.0% | 0.28% | -23.1% | |
| BRDCY | Bridgestone Corpadr | $500,000 | +2.9% | 30,800 | 0.0% | 0.28% | -15.1% | |
| SRE | Buy | SEMPRA ENERGY | $487,000 | +28.5% | 4,126 | +30.7% | 0.27% | +5.9% |
| DRW | WISDOMTREE TRglb ex us rl est | $476,000 | +9.2% | 19,984 | 0.0% | 0.26% | -10.0% | |
| DLS | WISDOMTREE TRintl smcap div | $469,000 | +15.0% | 8,441 | 0.0% | 0.26% | -5.1% | |
| NGG | NATIONAL GRID PLCsponsored adr ne | $466,000 | +1.3% | 7,759 | 0.0% | 0.26% | -16.6% | |
| DGS | Sell | WISDOMTREE TRemg mkts smcap | $465,000 | +9.2% | 11,856 | -8.3% | 0.26% | -9.9% |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $458,000 | +31.6% | 10,672 | 0.0% | 0.25% | +8.6% | |
| UGP | New | ULTRAPAR PARTICIPACOES SA | $458,000 | – | 138,300 | +100.0% | 0.25% | – |
| RZV | Sell | RYDEX ETF TRUSTgug s&p sc600 pv | $438,000 | +28.1% | 9,480 | -5.3% | 0.24% | +5.7% |
| JCI | New | JOHNSON CTLS INTL PLC | $426,000 | – | 12,603 | +100.0% | 0.23% | – |
| RSG | REPUBLIC SVCS INC | $423,000 | +5.8% | 5,215 | 0.0% | 0.23% | -12.7% | |
| BASFY | New | BASF SEadr | $406,000 | – | 28,800 | +100.0% | 0.22% | – |
| ABB | ABB LTDsponsored adr | $401,000 | +27.7% | 18,075 | 0.0% | 0.22% | +5.7% | |
| APTV | APTIV PLC | $386,000 | +51.4% | 5,103 | 0.0% | 0.21% | +24.7% | |
| MRK | MERCK & CO INC | $382,000 | -1.0% | 5,021 | 0.0% | 0.21% | -18.3% | |
| IMO | New | IMPERIAL OIL LTD | $376,000 | – | 23,741 | +100.0% | 0.21% | – |
| SHY | ISHARES TR1 3 yr treas bd | $376,000 | -0.3% | 4,345 | 0.0% | 0.21% | -17.5% | |
| CHT | CHUNGHWA TELECOM CO LTDspon adr new11 | $366,000 | +9.3% | 9,459 | 0.0% | 0.20% | -9.9% | |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $363,000 | – | 9,268 | +100.0% | 0.20% | – |
| IX | New | ORIX CORPsponsored adr | $359,000 | – | 5,819 | +100.0% | 0.20% | – |
| KMTUY | Komatsu Ltd | $356,000 | +15.6% | 17,600 | 0.0% | 0.20% | -4.4% | |
| DEO | Buy | DIAGEO P L Cspon adr new | $357,000 | +7.5% | 2,662 | +3.4% | 0.20% | -11.3% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $345,000 | +9.9% | 2,981 | 0.0% | 0.19% | -9.1% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $334,000 | +6.0% | 2,792 | 0.0% | 0.18% | -12.4% | |
| ALIZY | ALLIANZ SEadr unsponsored | $331,000 | +19.1% | 16,410 | 0.0% | 0.18% | -1.6% | |
| AON | AON PLC | $322,000 | +9.9% | 1,711 | 0.0% | 0.18% | -9.2% | |
| COST | Buy | COSTCO WHSL CORP NEW | $317,000 | +11.2% | 1,051 | +7.4% | 0.17% | -8.4% |
| INFY | Buy | INFOSYS LTDsponsored adr | $313,000 | +17.7% | 32,722 | +4.4% | 0.17% | -2.8% |
| FIS | FIDELITY NATL INFORMATION SV | $309,000 | +4.7% | 2,357 | 0.0% | 0.17% | -13.7% | |
| EMR | EMERSON ELEC CO | $307,000 | +31.2% | 5,008 | 0.0% | 0.17% | +8.3% | |
| A | AGILENT TECHNOLOGIES INC | $297,000 | +20.2% | 3,400 | 0.0% | 0.16% | -1.2% | |
| MHGVY | Marine Harvest ASAadr | $283,000 | +28.6% | 15,099 | 0.0% | 0.16% | +6.1% | |
| SNN | New | SMITH & NEPHEW GROUP PLCspdn adr new | $280,000 | – | 7,388 | +100.0% | 0.15% | – |
| SYY | Sell | SYSCO CORP | $266,000 | +12.7% | 4,887 | -4.2% | 0.15% | -7.0% |
| ERIC | New | ERICSSONadr b sek 10 | $257,000 | – | 27,863 | +100.0% | 0.14% | – |
| NJDCY | Buy | Nidec Corporationadr | $252,000 | +24.8% | 14,964 | +100.0% | 0.14% | +3.0% |
| DHI | New | D R HORTON INC | $251,000 | – | 4,595 | +100.0% | 0.14% | – |
| LSXMK | LIBERTY MEDIA CORP DELAWARE | $244,000 | +9.4% | 7,300 | 0.0% | 0.13% | -10.1% | |
| NICE | New | NICE LTDsponsored adr | $244,000 | – | 1,314 | +100.0% | 0.13% | – |
| DBP | POWERSHARES DB MULTI-SECTORprecious metal | $241,000 | +12.1% | 5,109 | 0.0% | 0.13% | -7.0% | |
| KMB | New | KIMBERLY CLARK CORP | $238,000 | – | 1,706 | +100.0% | 0.13% | – |
| CHL | CHINA MOBILE LIMITEDsponsored adr | $234,000 | -9.3% | 7,000 | 0.0% | 0.13% | -25.0% | |
| AVGO | New | BROADCOM INC | $233,000 | – | 751 | +100.0% | 0.13% | – |
| LBRDK | LIBERTY BROADBAND CORP | $228,000 | +9.6% | 1,824 | 0.0% | 0.12% | -10.1% | |
| ORCL | ORACLE CORP | $225,000 | +8.7% | 4,113 | 0.0% | 0.12% | -10.1% | |
| AFL | New | AFLAC INC | $211,000 | – | 5,957 | +100.0% | 0.12% | – |
| ABEV | AMBEV SAsponsored adr | $201,000 | +8.1% | 75,000 | 0.0% | 0.11% | -10.5% | |
| SUHJY | Sun Hung Kai Properties Limitedadr | $199,000 | -2.0% | 15,700 | 0.0% | 0.11% | -19.3% | |
| ENIA | New | ENEL AMERICAS S Asponsored adr | $189,000 | – | 25,064 | +100.0% | 0.10% | – |
| WIT | New | WIPRO LTD | $135,000 | – | 41,197 | +100.0% | 0.07% | – |
| CKHUY | CK HUTCHISON HLDGS | $128,000 | -4.5% | 20,200 | 0.0% | 0.07% | -21.3% | |
| SID | COMPANHIA SIDERURGICA NACIONsponsored adr | $32,000 | +45.5% | 16,800 | 0.0% | 0.02% | +20.0% | |
| EBR | Exit | CENTRAIS ELETRICAS BRASILEIRsponsored adr | $0 | – | -12,793 | -100.0% | -0.04% | – |
| ASX | Exit | ADVANCED SEMICONDUCTOR ENGRsponsored adr | $0 | – | -17,749 | -100.0% | -0.05% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -3,999 | -100.0% | -0.28% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -5,523 | -100.0% | -0.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-06
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 | 2024-01-26 |
| 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 |
| 13F-HR | 2021-10-04 |
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.