$252 Million is the total value of Lester Murray Antman dba SimplyRich's 170 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 9.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | Apple Inc | $13,803,000 | -8.2% | 113,002 | -0.3% | 5.48% | -18.4% |
| EEMV | Buy | ISHARES INCmin vol emrg mkt | $11,861,000 | +4.5% | 187,795 | +1.1% | 4.71% | -7.2% |
| USMV | Buy | ISHARES TRmin vol usa etf | $11,640,000 | +2.7% | 168,238 | +0.8% | 4.62% | -8.7% |
| GOOG | Buy | Alphabet Incclass c | $10,658,000 | +18.2% | 5,152 | +0.1% | 4.23% | +5.0% |
| EFAV | Buy | ISHARES TRmin vol eafe etf | $10,649,000 | +2.0% | 145,893 | +2.5% | 4.23% | -9.4% |
| REET | Buy | ISHARES TRglobal reit etf | $9,412,000 | +8.6% | 369,375 | +2.0% | 3.74% | -3.5% |
| GOOGL | Buy | Alphabet Inccap stk cl a | $6,377,000 | +17.8% | 3,092 | +0.1% | 2.53% | +4.6% |
| MSFT | Buy | MICROSOFT CORP | $6,323,000 | +6.2% | 26,819 | +0.1% | 2.51% | -5.7% |
| UNH | Sell | UnitedHealth Group Inc | $5,692,000 | +5.4% | 15,299 | -0.6% | 2.26% | -6.3% |
| HD | Buy | Home Depot Inc | $5,147,000 | +15.0% | 16,860 | +0.1% | 2.04% | +2.2% |
| V | Buy | VISA INC | $5,051,000 | -2.6% | 23,855 | +0.6% | 2.01% | -13.5% |
| PYPL | PAYPAL HLDGS INC | $4,607,000 | +3.7% | 18,970 | 0.0% | 1.83% | -7.9% | |
| EL | LAUDER ESTEE COS INCcl a | $4,259,000 | +6.5% | 14,644 | 0.0% | 1.69% | -5.4% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $4,098,000 | +7.8% | 34,645 | -0.6% | 1.63% | -4.2% |
| RSP | Sell | RYDEX ETF TRUSTgug s&p500 eq wt | $3,735,000 | +10.5% | 26,369 | -0.5% | 1.48% | -1.9% |
| NKE | Buy | NIKE INCcl b | $3,454,000 | -5.6% | 25,993 | +0.5% | 1.37% | -16.1% |
| CI | Buy | CIGNA CORPORATION | $3,028,000 | +16.5% | 12,526 | +0.3% | 1.20% | +3.4% |
| CMCSA | COMCAST CORP NEWcl a | $2,948,000 | +3.3% | 54,480 | 0.0% | 1.17% | -8.2% | |
| NVO | Sell | NOVO-NORDISK A Sadr | $2,864,000 | -3.5% | 42,476 | -0.1% | 1.14% | -14.3% |
| GIB | GROUPE CGI INCcl a sub vtg | $2,420,000 | +4.9% | 29,074 | 0.0% | 0.96% | -6.8% | |
| AMGN | AMGEN INC | $2,334,000 | +8.2% | 9,380 | 0.0% | 0.93% | -3.8% | |
| MCD | Buy | MCDONALDS CORP | $2,311,000 | +4.9% | 10,312 | +0.4% | 0.92% | -6.8% |
| DIS | Buy | DISNEY WALT CO | $2,290,000 | +2.3% | 12,410 | +0.4% | 0.91% | -9.2% |
| ACN | ACCENTURE PLC IRELAND | $2,234,000 | +5.7% | 8,088 | 0.0% | 0.89% | -6.0% | |
| ANTM | ANTHEM INC | $2,164,000 | +11.8% | 6,028 | 0.0% | 0.86% | -0.7% | |
| ERIC | Buy | ERICSSONadr b sek 10 | $2,010,000 | +464.6% | 152,450 | +411.1% | 0.80% | +401.9% |
| WMT | Buy | WAL-MART STORES INC | $1,999,000 | -4.5% | 14,718 | +1.3% | 0.79% | -15.1% |
| LVMUY | LVMH Moet Hennessy Louis Vuitton SEadr | $1,981,000 | +7.3% | 14,800 | 0.0% | 0.79% | -4.6% | |
| INTC | Buy | INTEL CORP | $1,919,000 | +29.1% | 29,988 | +0.4% | 0.76% | +14.6% |
| ZNGA | ZYNGA INCcl a | $1,901,000 | +3.4% | 186,228 | 0.0% | 0.76% | -8.0% | |
| CNI | Buy | CANADIAN NATL RY CO | $1,896,000 | +6.0% | 16,345 | +0.4% | 0.75% | -5.8% |
| SCCO | SOUTHERN COPPER CORP | $1,890,000 | +4.2% | 27,846 | 0.0% | 0.75% | -7.3% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,844,000 | +11.8% | 7,217 | +1.4% | 0.73% | -0.7% |
| MA | MASTERCARD INCORPORATEDcl a | $1,838,000 | -0.3% | 5,162 | 0.0% | 0.73% | -11.4% | |
| VNQ | VANGUARD INDEX FDSreit etf | $1,821,000 | +8.1% | 19,828 | 0.0% | 0.72% | -4.0% | |
| UL | UNILEVER PLCspon adr new | $1,789,000 | -7.5% | 32,046 | 0.0% | 0.71% | -17.8% | |
| FDX | FEDEX CORP | $1,774,000 | +9.4% | 6,246 | 0.0% | 0.70% | -2.9% | |
| AMZN | AMAZON COM INC | $1,745,000 | -5.0% | 564 | 0.0% | 0.69% | -15.6% | |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $1,727,000 | +429.8% | 44,589 | +413.2% | 0.69% | +369.9% |
| RELX | Buy | RELX PLCsponsored adr | $1,704,000 | +2.5% | 67,717 | +0.5% | 0.68% | -8.9% |
| TRP | New | TC ENERGY CORP | $1,669,000 | – | 36,491 | +100.0% | 0.66% | – |
| NICE | Buy | NICE LTDsponsored adr | $1,664,000 | +288.8% | 7,635 | +405.3% | 0.66% | +246.1% |
| CSCO | Buy | CISCO SYS INC | $1,661,000 | +17.6% | 32,128 | +1.8% | 0.66% | +4.6% |
| CME | Buy | CME GROUP INC | $1,578,000 | +172.1% | 7,727 | +142.4% | 0.63% | +142.1% |
| GMAB | New | GENMAB A/Ssponsored ads | $1,558,000 | – | 47,460 | +100.0% | 0.62% | – |
| VIPS | Buy | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $1,549,000 | +453.2% | 51,887 | +421.7% | 0.62% | +392.0% |
| TJX | TJX COS INC NEW | $1,545,000 | -3.1% | 23,358 | 0.0% | 0.61% | -13.9% | |
| CAT | Buy | CATERPILLAR INC | $1,506,000 | +292.2% | 6,493 | +208.2% | 0.60% | +247.7% |
| PNC | PNC FINL SVCS GROUP INC | $1,448,000 | +17.7% | 8,255 | 0.0% | 0.58% | +4.5% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $1,421,000 | +13.5% | 13,654 | 0.0% | 0.56% | +0.7% | |
| NVS | Buy | NOVARTIS A Gsponsored adr | $1,419,000 | -8.9% | 16,603 | +0.7% | 0.56% | -19.1% |
| MU | MICRON TECHNOLOGY INC | $1,403,000 | +17.4% | 15,900 | 0.0% | 0.56% | +4.3% | |
| TM | Buy | TOYOTA MOTOR CORP | $1,353,000 | +1.6% | 8,671 | +0.6% | 0.54% | -9.7% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,350,000 | -3.1% | 12,085 | 0.0% | 0.54% | -14.0% | |
| NTTYY | Nippon Telegraph & Telephone Corpadr | $1,342,000 | +0.8% | 51,782 | 0.0% | 0.53% | -10.4% | |
| ASML | ASML HOLDING N V | $1,251,000 | +26.5% | 2,027 | 0.0% | 0.50% | +12.4% | |
| EBAY | EBAY INC | $1,177,000 | +21.8% | 19,220 | 0.0% | 0.47% | +8.1% | |
| ADM | New | ARCHER DANIELS MIDLAND CO | $1,167,000 | – | 20,478 | +100.0% | 0.46% | – |
| FISV | FISERV INC | $1,137,000 | +4.6% | 9,550 | 0.0% | 0.45% | -7.2% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $1,128,000 | +8.0% | 14,597 | 0.0% | 0.45% | -4.1% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,102,000 | +7.8% | 24,758 | 0.0% | 0.44% | -4.2% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $1,097,000 | +6.2% | 23,237 | 0.0% | 0.44% | -5.6% | |
| TGT | TARGET CORP | $1,061,000 | +12.2% | 5,357 | 0.0% | 0.42% | -0.5% | |
| SAP | SAP SEspon adr | $1,020,000 | -5.8% | 8,307 | 0.0% | 0.40% | -16.3% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,014,000 | -6.9% | 2,743 | -10.6% | 0.40% | -17.2% |
| MMM | Buy | 3M CO | $1,015,000 | +12.3% | 5,267 | +1.8% | 0.40% | -0.2% |
| NOC | NORTHROP GRUMMAN CORP | $993,000 | +6.2% | 3,067 | 0.0% | 0.39% | -5.7% | |
| PG | Buy | PROCTER AND GAMBLE CO | $972,000 | -0.1% | 7,179 | +2.7% | 0.39% | -11.3% |
| MCK | MCKESSON CORP | $972,000 | +12.2% | 4,982 | 0.0% | 0.39% | -0.3% | |
| ACWV | Buy | ISHARES INCmin vol gbl etf | $965,000 | +32.2% | 9,781 | +29.9% | 0.38% | +17.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $956,000 | +7.9% | 5,071 | +0.9% | 0.38% | -4.0% |
| UNP | UNION PAC CORP | $950,000 | +5.8% | 4,311 | 0.0% | 0.38% | -6.0% | |
| FB | FACEBOOK INCcl a | $947,000 | +7.9% | 3,216 | 0.0% | 0.38% | -4.1% | |
| ATVI | ACTIVISION BLIZZARD INC | $946,000 | +0.2% | 10,167 | 0.0% | 0.38% | -10.9% | |
| ITW | ILLINOIS TOOL WKS INC | $945,000 | +8.6% | 4,267 | 0.0% | 0.38% | -3.6% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $942,000 | +25.8% | 16,199 | +27.1% | 0.37% | +11.6% |
| MSI | MOTOROLA SOLUTIONS INC | $916,000 | +10.6% | 4,869 | 0.0% | 0.36% | -1.6% | |
| CB | CHUBB LIMITED | $879,000 | +2.7% | 5,562 | 0.0% | 0.35% | -8.9% | |
| SRE | Buy | SEMPRA ENERGY | $858,000 | +63.1% | 6,468 | +56.8% | 0.34% | +45.1% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $850,000 | -0.8% | 14,527 | -0.9% | 0.34% | -11.7% |
| AZN | ASTRAZENECA PLCsponsored adr | $842,000 | -0.5% | 16,930 | 0.0% | 0.33% | -11.6% | |
| CVS | Buy | CVS HEALTH CORP | $815,000 | +12.9% | 10,829 | +2.5% | 0.32% | +0.3% |
| RZV | RYDEX ETF TRUSTgug s&p sc600 pv | $796,000 | +32.9% | 9,002 | 0.0% | 0.32% | +17.9% | |
| WPS | ISHARES TRintl devppty etf | $779,000 | +1.6% | 21,514 | 0.0% | 0.31% | -9.9% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $771,000 | +10.8% | 2 | 0.0% | 0.31% | -1.6% | |
| PEP | PEPSICO INC | $763,000 | -4.5% | 5,391 | 0.0% | 0.30% | -15.1% | |
| SNP | New | CHINA PETROLEUM & CHEMICAL C | $760,000 | – | 14,419 | +100.0% | 0.30% | – |
| JCI | JOHNSON CTLS INTL PLC | $752,000 | +28.1% | 12,603 | 0.0% | 0.30% | +14.1% | |
| PCAR | PACCAR INC | $725,000 | +7.7% | 7,800 | 0.0% | 0.29% | -4.3% | |
| APTV | APTIV PLC | $704,000 | +5.9% | 5,103 | 0.0% | 0.28% | -5.7% | |
| COST | Buy | COSTCO WHSL CORP NEW | $698,000 | +29.5% | 1,980 | +38.5% | 0.28% | +14.9% |
| FSLY | FASTLY INCcl a | $674,000 | -23.0% | 10,019 | 0.0% | 0.27% | -31.5% | |
| MMC | Buy | MARSH & MCLENNAN COS INC | $670,000 | +5.5% | 5,500 | +1.3% | 0.27% | -6.3% |
| TRI | THOMSON REUTERS CORP | $652,000 | +7.1% | 7,441 | 0.0% | 0.26% | -4.8% | |
| KO | COCA COLA CO | $630,000 | -4.0% | 11,956 | 0.0% | 0.25% | -14.7% | |
| AFL | Buy | AFLAC INC | $629,000 | +130.4% | 12,290 | +100.3% | 0.25% | +104.9% |
| BRDCY | Bridgestone Corpadr | $627,000 | +24.2% | 30,800 | 0.0% | 0.25% | +10.2% | |
| INFY | Buy | INFOSYS LTDsponsored adr | $621,000 | +11.9% | 33,166 | +1.4% | 0.25% | -0.4% |
| BASFY | BASF SEadr | $596,000 | +5.1% | 28,800 | 0.0% | 0.24% | -6.3% | |
| DLS | WISDOMTREE TRintl smcap div | $588,000 | +5.9% | 8,142 | 0.0% | 0.23% | -6.0% | |
| IX | Buy | ORIX CORPsponsored adr | $575,000 | +13.2% | 6,780 | +3.2% | 0.23% | +0.4% |
| DGS | WISDOMTREE TRemg mkts smcap | $570,000 | +7.3% | 11,122 | 0.0% | 0.23% | -4.6% | |
| ABB | ABB LTDsponsored adr | $551,000 | +9.1% | 18,075 | 0.0% | 0.22% | -3.1% | |
| SIRI | SIRIUS XM HLDGS INC | $549,000 | -4.4% | 90,157 | 0.0% | 0.22% | -15.2% | |
| KMTUY | Komatsu Ltd | $550,000 | +12.9% | 17,600 | 0.0% | 0.22% | 0.0% | |
| RSG | REPUBLIC SVCS INC | $518,000 | +3.2% | 5,215 | 0.0% | 0.21% | -8.0% | |
| UGP | ULTRAPAR PARTICIPACOES SA | $505,000 | -15.7% | 132,173 | 0.0% | 0.20% | -25.0% | |
| EBRB | Buy | CENTRAIS ELETRICAS BRASILEIRspon adr pfd b | $497,000 | +328.4% | 81,412 | +389.4% | 0.20% | +278.8% |
| NJDCY | Nidec Corporationadr | $458,000 | -3.4% | 14,964 | 0.0% | 0.18% | -14.2% | |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $456,000 | +8.3% | 3,102 | +4.1% | 0.18% | -3.7% |
| EMR | EMERSON ELEC CO | $452,000 | +12.4% | 5,008 | 0.0% | 0.18% | -0.6% | |
| A | AGILENT TECHNOLOGIES INC | $432,000 | +7.2% | 3,400 | 0.0% | 0.17% | -4.4% | |
| IMO | IMPERIAL OIL LTD | $417,000 | +26.7% | 17,266 | 0.0% | 0.17% | +12.9% | |
| DRW | Sell | WISDOMTREE TRglb ex us rl est | $419,000 | -8.3% | 15,783 | -11.5% | 0.17% | -18.6% |
| DHI | D R HORTON INC | $410,000 | +29.3% | 4,595 | 0.0% | 0.16% | +14.8% | |
| DEO | Sell | DIAGEO P L Cspon adr new | $407,000 | -3.8% | 2,476 | -7.0% | 0.16% | -14.3% |
| ALIZY | ALLIANZ SEadr unsponsored | $407,000 | +3.6% | 15,929 | 0.0% | 0.16% | -8.0% | |
| NGG | Buy | NATIONAL GRID PLCsponsored adr ne | $392,000 | +2.6% | 6,617 | +2.2% | 0.16% | -8.8% |
| AON | AON PLC | $394,000 | +9.1% | 1,711 | 0.0% | 0.16% | -3.1% | |
| FMS | FRESENIUS MED CARE AG&CO KGAsponsored adr | $394,000 | -11.3% | 10,672 | 0.0% | 0.16% | -21.2% | |
| MRK | MERCK & CO INC | $387,000 | -5.8% | 5,021 | 0.0% | 0.15% | -16.3% | |
| COF | CAPITAL ONE FINL CORP | $374,000 | +28.5% | 2,939 | 0.0% | 0.15% | +14.6% | |
| MHGVY | Marine Harvest ASAadr | $374,000 | +12.0% | 15,099 | 0.0% | 0.15% | 0.0% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $372,000 | +6.0% | 2,792 | 0.0% | 0.15% | -5.7% | |
| SHY | ISHARES TR1 3 yr treas bd | $370,000 | -0.3% | 4,292 | 0.0% | 0.15% | -11.4% | |
| CHT | CHUNGHWA TELECOM CO LTDspon adr new11 | $370,000 | +1.4% | 9,459 | 0.0% | 0.15% | -9.8% | |
| SYY | SYSCO CORP | $363,000 | +6.1% | 4,607 | 0.0% | 0.14% | -5.9% | |
| WIT | Buy | WIPRO LTD | $355,000 | +52.4% | 55,993 | +35.9% | 0.14% | +35.6% |
| AVGO | BROADCOM INC | $348,000 | +5.8% | 751 | 0.0% | 0.14% | -6.1% | |
| MGA | MAGNA INTL INC | $335,000 | +24.5% | 3,800 | 0.0% | 0.13% | +10.8% | |
| IJS | ISHARES TRsp smcp600vl etf | $336,000 | +24.0% | 3,334 | 0.0% | 0.13% | +9.9% | |
| FIS | FIDELITY NATL INFORMATION SV | $331,000 | -0.6% | 2,357 | 0.0% | 0.13% | -12.1% | |
| LSXMK | LIBERTY MEDIA CORP DELAWARE | $322,000 | +1.3% | 7,300 | 0.0% | 0.13% | -9.9% | |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $319,000 | +3.6% | 1,879 | +2.7% | 0.13% | -8.0% |
| KMB | Buy | KIMBERLY CLARK CORP | $302,000 | +31.3% | 2,175 | +27.5% | 0.12% | +16.5% |
| VIAC | VIACOMCBS INCcl b | $298,000 | +21.1% | 6,600 | 0.0% | 0.12% | +7.3% | |
| SCHW | SCHWAB CHARLES CORP | $294,000 | +23.0% | 4,510 | 0.0% | 0.12% | +9.3% | |
| ORCL | ORACLE CORP | $289,000 | +8.6% | 4,113 | 0.0% | 0.12% | -3.4% | |
| RBA | RITCHIE BROS AUCTIONEERS | $287,000 | -15.8% | 4,900 | 0.0% | 0.11% | -25.0% | |
| WM | New | WASTE MGMT INC DEL | $287,000 | – | 2,223 | +100.0% | 0.11% | – |
| LBRDK | LIBERTY BROADBAND CORP | $284,000 | -5.3% | 1,893 | 0.0% | 0.11% | -15.7% | |
| TEL | TE CONNECTIVITY LTD | $284,000 | +6.8% | 2,200 | 0.0% | 0.11% | -5.0% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $275,000 | +32.2% | 694 | +25.0% | 0.11% | +17.2% |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $272,000 | – | 6,945 | +100.0% | 0.11% | – |
| COOP | MR COOPER GROUP INC | $272,000 | +11.9% | 7,832 | 0.0% | 0.11% | -0.9% | |
| SNN | Buy | SMITH & NEPHEW GROUP PLCspdn adr new | $266,000 | -3.3% | 7,020 | +7.7% | 0.11% | -13.8% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $253,000 | +6.3% | 3,259 | +3.1% | 0.10% | -5.7% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $244,000 | +8.4% | 1,700 | 0.0% | 0.10% | -4.0% | |
| DBP | POWERSHARES DB MULTI-SECTORprecious metal | $242,000 | -10.4% | 5,109 | 0.0% | 0.10% | -20.7% | |
| NTES | Buy | NETEASE INCsponsored ads | $240,000 | +11.1% | 2,329 | +3.3% | 0.10% | -2.1% |
| PSA | PUBLIC STORAGE | $239,000 | +6.7% | 969 | 0.0% | 0.10% | -5.0% | |
| SUHJY | Sun Hung Kai Properties Limitedadr | $239,000 | +18.9% | 15,700 | 0.0% | 0.10% | +5.6% | |
| TXN | TEXAS INSTRS INC | $237,000 | +15.0% | 1,256 | 0.0% | 0.09% | +2.2% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $227,000 | +1.8% | 497 | +3.8% | 0.09% | -10.0% |
| ALC | ALCON AG | $226,000 | +6.1% | 3,225 | 0.0% | 0.09% | -5.3% | |
| CAH | New | CARDINAL HEALTH INC | $225,000 | – | 3,700 | +100.0% | 0.09% | – |
| GD | New | GENERAL DYNAMICS CORP | $218,000 | – | 1,203 | +100.0% | 0.09% | – |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $220,000 | – | 3,863 | +100.0% | 0.09% | – |
| T | AT&T INC | $218,000 | +5.3% | 7,199 | 0.0% | 0.09% | -6.5% | |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $216,000 | 0.0% | 4,200 | 0.0% | 0.09% | -11.3% | |
| PM | PHILIP MORRIS INTL INC | $216,000 | +7.5% | 2,431 | 0.0% | 0.09% | -4.4% | |
| PKX | New | POSCOsponsored adr | $216,000 | – | 2,988 | +100.0% | 0.09% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $210,000 | – | 877 | +100.0% | 0.08% | – |
| COG | New | CABOT OIL & GAS CORP | $208,000 | – | 11,065 | +100.0% | 0.08% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $209,000 | – | 1,049 | +100.0% | 0.08% | – |
| ABEV | AMBEV SAsponsored adr | $206,000 | -10.4% | 75,000 | 0.0% | 0.08% | -20.4% | |
| AMX | New | AMERICA MOVIL SAB DE CV | $178,000 | – | 13,099 | +100.0% | 0.07% | – |
| CKHUY | CK HUTCHISON HLDGS? | $161,000 | +14.2% | 20,200 | 0.0% | 0.06% | +1.6% | |
| ASX | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $137,000 | +31.7% | 17,749 | 0.0% | 0.05% | +17.4% | |
| SID | COMPANHIA SIDERURGICA NACIONsponsored adr | $113,000 | +13.0% | 16,800 | 0.0% | 0.04% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-05
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.