$241 Million is the total value of Lester Murray Antman dba SimplyRich's 159 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 7.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC COM | $15,384,000 | -21.7% | 112,524 | -0.0% | 6.39% | -7.1% |
| USMV | Sell | ISHARES TRUST MSCI USA MIN VOL FACTOR ETFmsci usa min vol factor etf | $12,685,000 | -9.6% | 180,684 | -0.1% | 5.26% | +7.3% |
| EEMV | Sell | ISHARES INC MSCI EMERGING MARKETS MIN Vmsci emerging markets min v | $12,181,000 | -9.3% | 219,766 | -0.2% | 5.06% | +7.6% |
| GOOG | ALPHABET INC COM CL C | $11,193,000 | -21.7% | 5,117 | 0.0% | 4.65% | -7.1% | |
| EFAV | Buy | ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETFmsci eafe min vol factor etf | $10,910,000 | -12.0% | 172,334 | +0.2% | 4.53% | +4.4% |
| REET | Buy | ISHARES TRUST GLOBAL REIT ETFglobal reit etf | $9,757,000 | -17.1% | 403,550 | +0.1% | 4.05% | -1.7% |
| UNH | UNITEDHEALTH GROUP INC COM | $7,862,000 | +0.7% | 15,308 | 0.0% | 3.26% | +19.5% | |
| MSFT | Sell | MICROSOFT CORP COM | $6,809,000 | -16.8% | 26,514 | -0.1% | 2.83% | -1.3% |
| GOOGL | ALPHABET INC COM CL A | $6,731,000 | -21.7% | 3,089 | 0.0% | 2.79% | -7.0% | |
| NVO | Sell | NOVO NORDISK A/S ADR SPONSOREDadr sponsored | $4,743,000 | +0.3% | 42,568 | -0.0% | 1.97% | +19.0% |
| V | Sell | VISA INC COM CL A | $4,678,000 | -11.4% | 23,762 | -0.2% | 1.94% | +5.2% |
| HD | Sell | HOME DEPOT INC COM | $4,614,000 | -8.4% | 16,826 | -0.0% | 1.92% | +8.7% |
| EL | Sell | ESTEE LAUDER COMPANIES INC COM CL A | $3,729,000 | -6.5% | 14,644 | -0.1% | 1.55% | +10.9% |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFs&p500 eql wgt etf | $3,516,000 | -14.9% | 26,201 | 0.0% | 1.46% | +1.0% | |
| CI | CIGNA CORPORATION COM | $3,303,000 | +10.0% | 12,537 | 0.0% | 1.37% | +30.6% | |
| ANTM | ELEVANCE HEALTH INC COM | $2,908,000 | -1.8% | 6,028 | 0.0% | 1.21% | +16.5% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSOREDadr sponsored | $2,826,000 | -21.7% | 34,579 | -0.1% | 1.17% | -7.1% |
| NKE | Sell | NIKE INC COM CL B | $2,642,000 | -24.6% | 25,858 | -0.7% | 1.10% | -10.5% |
| MCD | MCDONALD'S CORPORATION COM | $2,545,000 | -0.2% | 10,311 | 0.0% | 1.06% | +18.4% | |
| GIB | CGI INC COM CL A | $2,316,000 | -0.2% | 29,074 | 0.0% | 0.96% | +18.3% | |
| ACN | ACCENTURE PLC COM | $2,245,000 | -17.7% | 8,088 | 0.0% | 0.93% | -2.3% | |
| AMGN | AMGEN INC COM | $2,231,000 | +0.6% | 9,173 | 0.0% | 0.93% | +19.3% | |
| ADM | ARCHER-DANIELS-MIDLAND CO COM | $2,147,000 | -14.1% | 27,676 | 0.0% | 0.89% | +1.9% | |
| CMCSA | Sell | COMCAST CORP COM CL A | $2,134,000 | -16.2% | 54,391 | -0.1% | 0.89% | -0.6% |
| BRKB | BERKSHIRE HATHAWAY INC COM CL B | $1,949,000 | -22.6% | 7,139 | 0.0% | 0.81% | -8.2% | |
| CNI | Sell | CANADIAN NATIONAL RAILWAYS CO COM | $1,901,000 | -16.8% | 16,911 | -0.8% | 0.79% | -1.4% |
| TRP | TC ENERGY CORPORATION COM | $1,859,000 | -8.2% | 35,891 | 0.0% | 0.77% | +9.0% | |
| RELX | Sell | RELX PLC ADR SPONSOREDadr sponsored | $1,845,000 | -13.7% | 68,501 | -0.4% | 0.77% | +2.4% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFreal estate etf | $1,842,000 | -16.8% | 20,227 | -1.0% | 0.76% | -1.2% |
| LVMUY | LVMH MOET HENNESSY VUITTON SE ADR UNSPONSOREDadr unsponsored | $1,808,000 | -14.3% | 14,800 | 0.0% | 0.75% | +1.6% | |
| WMT | Sell | WALMART INC COM | $1,773,000 | -19.5% | 14,585 | -1.4% | 0.74% | -4.4% |
| MA | MASTERCARD INCORPORATED COM CL A | $1,631,000 | -11.7% | 5,173 | 0.0% | 0.68% | +4.8% | |
| MCK | MCKESSON CORPORATION COM | $1,625,000 | +6.6% | 4,982 | 0.0% | 0.68% | +26.6% | |
| CME | Sell | CME GROUP INC COM | $1,563,000 | -24.2% | 7,638 | -11.9% | 0.65% | -10.0% |
| NVS | Buy | NOVARTIS AG ADR SPONSOREDadr sponsored | $1,547,000 | +1.1% | 18,309 | +5.0% | 0.64% | +20.0% |
| RCI | Sell | ROGERS COMMUNICATIONS INC COM CL B | $1,494,000 | -15.6% | 31,205 | -0.0% | 0.62% | +0.2% |
| UL | Sell | UNILEVER PLC ADR SPONSOREDadr sponsored | $1,470,000 | +0.5% | 32,091 | -0.1% | 0.61% | +19.1% |
| NTTYY | NIPPON TEL & TEL CORP ADR SPONSOREDadr sponsored | $1,470,000 | -1.2% | 51,120 | 0.0% | 0.61% | +17.1% | |
| NOC | NORTHROP GRUMMAN CORP COM | $1,467,000 | +7.0% | 3,067 | 0.0% | 0.61% | +26.9% | |
| FDX | FEDEX CORP COM | $1,416,000 | -2.0% | 6,246 | 0.0% | 0.59% | +16.4% | |
| RTX | RAYTHEON TECH CORP COM | $1,402,000 | -3.0% | 14,597 | 0.0% | 0.58% | +15.0% | |
| SCCO | SOUTHERN COPPER CORPORATION COM | $1,387,000 | -34.4% | 27,846 | 0.0% | 0.58% | -22.1% | |
| CSCO | Sell | CISCO SYSTEMS INC COM | $1,364,000 | -26.7% | 31,997 | -4.1% | 0.57% | -13.1% |
| TM | Sell | TOYOTA MOTOR CORP ADR UNSPONSOREDadr unsponsored | $1,353,000 | -16.0% | 8,779 | -1.7% | 0.56% | -0.2% |
| PYPL | PAYPAL HOLDINGS INC COM | $1,321,000 | -39.6% | 18,920 | 0.0% | 0.55% | -28.4% | |
| TJX | Sell | TJX COS INC COM | $1,304,000 | -8.0% | 23,358 | -0.1% | 0.54% | +9.1% |
| PNC | PNC FINANCIAL SERVICES GROUP COM | $1,302,000 | -14.5% | 8,255 | 0.0% | 0.54% | +1.5% | |
| PCAR | Buy | PACCAR INC COM | $1,239,000 | -3.1% | 15,056 | +3.7% | 0.51% | +15.0% |
| AMZN | Buy | AMAZON COM INC COM | $1,198,000 | -34.8% | 11,280 | +1900.0% | 0.50% | -22.7% |
| LYB | LYONDELLBASELL INDUSTRIES N V COM | $1,194,000 | -14.9% | 13,654 | 0.0% | 0.50% | +1.0% | |
| LMT | LOCKHEED MARTIN CORP COM | $1,190,000 | -2.6% | 2,769 | 0.0% | 0.49% | +15.7% | |
| ICE | Sell | INTERCONTINENTAL EXCHANGE INC COM | $1,136,000 | -29.4% | 12,085 | -0.7% | 0.47% | -16.0% |
| DIS | Sell | WALT DISNEY COMPANY (THE) COM | $1,134,000 | -31.9% | 12,013 | -1.0% | 0.47% | -19.1% |
| AZN | ASTRAZENECA ADR SPONSOREDadr sponsored | $1,118,000 | -0.4% | 16,930 | 0.0% | 0.46% | +18.1% | |
| BAM | BROOKFIELD ASSET MGMT INC COM CL A | $1,100,000 | -21.4% | 24,758 | 0.0% | 0.46% | -6.7% | |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1,098,000 | -7.7% | 5,228 | 0.0% | 0.46% | +9.6% | |
| CB | CHUBB LIMITED COM | $1,091,000 | -8.1% | 5,550 | 0.0% | 0.45% | +9.2% | |
| INTC | Sell | INTEL CORP COM | $1,079,000 | -26.1% | 28,869 | -2.1% | 0.45% | -12.3% |
| RWO | SPDR INDEX SHARES FUNDS DJ GLB RL ES ETFdj glb rl es etf | $1,025,000 | -18.3% | 23,237 | 0.0% | 0.42% | -3.2% | |
| CVS | Sell | CVS HEALTH CORPORATION COM | $1,023,000 | -8.6% | 11,047 | -0.1% | 0.42% | +8.7% |
| MSI | MOTOROLA SOLUTIONS INC COM | $1,020,000 | -13.5% | 4,869 | 0.0% | 0.42% | +2.7% | |
| PG | Sell | PROCTER & GAMBLE CO COM | $1,009,000 | -6.1% | 7,024 | -0.2% | 0.42% | +11.4% |
| ACWV | Buy | ISHARES INC MSCI GBL MIN VOL ETFmsci gbl min vol etf | $1,007,000 | -5.4% | 10,661 | +5.0% | 0.42% | +12.4% |
| KO | Buy | COCA-COLA CO COM | $1,003,000 | +15.2% | 15,955 | +13.5% | 0.42% | +36.4% |
| SQM | Buy | SOCIEDAD QUIMICA Y MINERA DE C ADR SPONSOREDadr sponsored | $993,000 | -2.3% | 11,893 | +0.1% | 0.41% | +16.1% |
| COST | Sell | COSTCO WHOLESALE CORP COM | $983,000 | -17.0% | 2,052 | -0.3% | 0.41% | -1.7% |
| SRE | SEMPRA COM | $968,000 | -10.6% | 6,445 | 0.0% | 0.40% | +6.1% | |
| ASML | ASML HOLDING NV ADR SPONSOREDadr sponsored | $964,000 | -28.8% | 2,027 | 0.0% | 0.40% | -15.4% | |
| MDLZ | Buy | MONDELEZ INTL INC COM CL A | $940,000 | -0.3% | 15,144 | +0.8% | 0.39% | +18.2% |
| UNP | UNION PACIFIC CORP COM | $929,000 | -21.9% | 4,358 | 0.0% | 0.39% | -7.2% | |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWARE COM | $926,000 | – | 7,560 | +100.0% | 0.38% | – |
| PEP | PEPSICO INC COM | $898,000 | -0.4% | 5,391 | 0.0% | 0.37% | +18.0% | |
| MMC | Sell | MARSH & MCLENNAN COMPANIES INC COM | $888,000 | -9.8% | 5,725 | -0.9% | 0.37% | +7.3% |
| MU | MICRON TECHNOLOGY INC COM | $878,000 | -29.1% | 15,900 | 0.0% | 0.36% | -15.9% | |
| AFL | Sell | AFLAC INC COM | $850,000 | -15.3% | 15,380 | -1.4% | 0.35% | +0.6% |
| FISV | FISERV INC COM | $840,000 | -12.3% | 9,450 | 0.0% | 0.35% | +4.2% | |
| BRKA | BERKSHIRE HATHAWAY INC COM CL A | $817,000 | -22.7% | 2 | 0.0% | 0.34% | -8.4% | |
| IMO | IMPERIAL OIL COM | $813,000 | -2.5% | 17,266 | 0.0% | 0.34% | +15.4% | |
| EBAY | EBAY INC COM | $800,000 | -27.3% | 19,220 | 0.0% | 0.33% | -13.8% | |
| ATVI | Sell | ACTIVISION BLIZZARD INC COM | $777,000 | -2.9% | 9,987 | -0.0% | 0.32% | +15.4% |
| ITW | ILLINOIS TOOL WORKS INC COM | $777,000 | -13.0% | 4,267 | 0.0% | 0.32% | +3.5% | |
| TRI | THOMSON-REUTERS CORP COM | $775,000 | -4.2% | 7,441 | 0.0% | 0.32% | +13.8% | |
| TGT | TARGET CORP COM | $756,000 | -33.5% | 5,357 | 0.0% | 0.31% | -20.9% | |
| RZV | Sell | INVESCO EXCHANGE TRADED FD TR S&P SML600 VAL ETFs&p sml600 val etf | $732,000 | -14.2% | 8,820 | -0.0% | 0.30% | +2.0% |
| SAP | Sell | SAP SE ADR SPONSOREDadr sponsored | $705,000 | -22.7% | 7,775 | -5.4% | 0.29% | -8.2% |
| EBR | CENTRAIS ELETRICAS BRASILEIRAS ADR SPONSOREDadr sponsored | $701,000 | +12.2% | 79,119 | 0.0% | 0.29% | +32.9% | |
| RSG | REPUBLIC SERVICES INC COM | $682,000 | -1.2% | 5,215 | 0.0% | 0.28% | +17.4% | |
| VZ | Sell | VERIZON COMMUNICATIONS COM | $647,000 | -2.9% | 12,762 | -2.5% | 0.27% | +15.5% |
| MMM | 3M COMPANY COM | $631,000 | -13.1% | 4,880 | 0.0% | 0.26% | +3.1% | |
| INFY | Sell | INFOSYS LTD ADR SPONSOREDadr sponsored | $630,000 | -28.5% | 34,085 | -3.7% | 0.26% | -14.9% |
| KOF | Sell | COCA-COLA FEMSA S.A.B. DE C.V. ADR SPONSOREDadr sponsored | $628,000 | +0.3% | 11,372 | -0.2% | 0.26% | +19.2% |
| WPS | ISHARES TRUST INTL DEVPPTY ETFintl devppty etf | $628,000 | -17.5% | 21,514 | 0.0% | 0.26% | -1.9% | |
| SNY | SANOFI ADR SPONSOREDadr sponsored | $625,000 | -2.5% | 12,500 | 0.0% | 0.26% | +15.6% | |
| BTI | Buy | BRITISH AMERICAN TOBACCO ADR SPONSOREDadr sponsored | $614,000 | +22.8% | 14,319 | +20.6% | 0.26% | +45.7% |
| JCI | JOHNSON CONTROLS INTL PLC COM | $603,000 | -27.0% | 12,603 | 0.0% | 0.25% | -13.5% | |
| SHY | Sell | ISHARES TRUST 1 3 YR TREAS BD ETF1 3 yr treas bd etf | $591,000 | -2.2% | 7,148 | -1.5% | 0.24% | +16.1% |
| BRDCY | BRIDGESTONE CORP ADR UNSPONSOREDadr unsponsored | $559,000 | -6.1% | 30,800 | 0.0% | 0.23% | +11.5% | |
| IX | ORIX CORPORATION ADR SPONSOREDadr sponsored | $553,000 | -15.7% | 6,572 | 0.0% | 0.23% | +0.4% | |
| SIRI | SIRIUS XM HOLDINGS INC COM | $552,000 | -7.4% | 90,157 | 0.0% | 0.23% | +10.1% | |
| FB | META PLATFORMS INC COM CL A | $518,000 | -27.6% | 3,216 | 0.0% | 0.22% | -14.0% | |
| DLS | Sell | WISDOMTREE TR NEW ECON REAL ES INTL SMCAP DIV ETFintl smcap div etf | $506,000 | -16.4% | 8,675 | -1.7% | 0.21% | -0.9% |
| ABB | ABB LTD ADR SPONSOREDadr sponsored | $483,000 | -17.3% | 18,075 | 0.0% | 0.20% | -2.0% | |
| AON | AON PLC (IE) COM CL A | $461,000 | -17.2% | 1,711 | 0.0% | 0.19% | -2.1% | |
| MRK | MERCK & CO INC COM | $457,000 | +11.2% | 5,021 | 0.0% | 0.19% | +31.9% | |
| APTV | APTIV PLC COM | $454,000 | -25.6% | 5,103 | 0.0% | 0.19% | -11.7% | |
| NGG | Sell | NATIONAL GRID ADR SPONSOREDadr sponsored | $450,000 | -20.8% | 6,971 | -5.7% | 0.19% | -6.0% |
| VIG | VANGUARD DIV APP ETFdiv app etf | $445,000 | -11.5% | 3,102 | 0.0% | 0.18% | +5.1% | |
| WM | WASTE MANAGEMENT INC COM | $446,000 | -3.5% | 2,919 | 0.0% | 0.18% | +14.2% | |
| Buy | SHELL PLC ADR SPONSOREDadr sponsored | $431,000 | -4.9% | 8,257 | +0.0% | 0.18% | +13.3% | |
| DEO | Sell | DIAGEO ADR SPONSOREDadr sponsored | $431,000 | -19.1% | 2,476 | -5.8% | 0.18% | -3.8% |
| IBM | INTERNATIONAL BUS MACH CORP COM | $426,000 | +8.7% | 3,022 | 0.0% | 0.18% | +29.2% | |
| DGS | WISDOMTREE TR NEW ECON REAL ES EMG MKTS SMCAP ETFemg mkts smcap etf | $422,000 | -16.3% | 9,472 | 0.0% | 0.18% | -0.6% | |
| EURN | EURONAV COM | $410,000 | +12.9% | 34,435 | 0.0% | 0.17% | +33.9% | |
| A | AGILENT TECHNOLOGIES INC COM | $405,000 | -10.4% | 3,416 | 0.0% | 0.17% | +6.3% | |
| EMR | EMERSON ELECTRIC CO COM | $398,000 | -18.9% | 5,008 | 0.0% | 0.16% | -4.1% | |
| AVGO | Sell | BROADCOM INC COM | $392,000 | -33.1% | 808 | -13.2% | 0.16% | -20.5% |
| CHT | CHUNGHWA TELECOM ADR SPONSOREDadr sponsored | $390,000 | -7.1% | 9,459 | 0.0% | 0.16% | +10.2% | |
| SYY | SYSCO CORP COM | $390,000 | +3.7% | 4,607 | 0.0% | 0.16% | +22.7% | |
| KMTUY | KOMATSU ADR SPONSOREDadr sponsored | $388,000 | -8.1% | 17,600 | 0.0% | 0.16% | +8.8% | |
| CAT | Sell | CATERPILLAR INC COM | $378,000 | -25.9% | 2,116 | -7.7% | 0.16% | -11.8% |
| SPY | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit etf | $359,000 | -16.3% | 952 | 0.0% | 0.15% | -0.7% | |
| UPS | UNITED PARCEL SERVICE INC COM CL B | $343,000 | -14.9% | 1,882 | 0.0% | 0.14% | +0.7% | |
| MHGVY | MOWI ASA ADR SPONSOREDadr sponsored | $343,000 | -15.5% | 15,099 | 0.0% | 0.14% | 0.0% | |
| VIPS | Sell | VIPSHOP HLDGS LTD ADRadr | $318,000 | +9.7% | 32,193 | -0.2% | 0.13% | +30.7% |
| RBA | RITCHIE BROS AUCTIONEERS COM | $318,000 | +10.0% | 4,900 | 0.0% | 0.13% | +30.7% | |
| AMX | Buy | AMERICA MOVIL SAB DE CV ADR SPONSOREDadr sponsored | $315,000 | -3.4% | 15,459 | +0.1% | 0.13% | +14.9% |
| BASFY | BASF SE ADR SPONSOREDadr sponsored | $313,000 | -23.3% | 28,800 | 0.0% | 0.13% | -9.1% | |
| COF | CAPITAL ONE FINANCIAL CORP COM | $306,000 | -20.5% | 2,939 | 0.0% | 0.13% | -5.9% | |
| DHI | DR HORTON INC COM | $304,000 | -11.1% | 4,595 | 0.0% | 0.13% | +5.0% | |
| ALIZY | ALLIANZ SE ADR UNSPONSOREDadr unsponsored | $303,000 | -19.8% | 15,929 | 0.0% | 0.13% | -4.5% | |
| PSA | PUBLIC STORAGE COM USD0.10 | $302,000 | -20.1% | 969 | 0.0% | 0.12% | -5.3% | |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $299,000 | -8.0% | 551 | 0.0% | 0.12% | +8.8% | |
| IJS | ISHARES TRUST SP SMCP600VL ETFsp smcp600vl etf | $296,000 | -13.2% | 3,334 | 0.0% | 0.12% | +3.4% | |
| COOP | MR COOPER GROUP INC COM | $287,000 | -19.6% | 7,832 | 0.0% | 0.12% | -4.8% | |
| ORCL | ORACLE CORP COM | $287,000 | -15.6% | 4,113 | 0.0% | 0.12% | 0.0% | |
| SCHW | SCHWAB (CHARLES) CORP COM | $286,000 | -25.1% | 4,541 | 0.0% | 0.12% | -11.2% | |
| VOO | VANGUARD S&P 500 ETF SHS | $281,000 | -16.4% | 811 | 0.0% | 0.12% | -0.8% | |
| GD | GENERAL DYNAMICS CORP COM | $266,000 | -8.3% | 1,203 | 0.0% | 0.11% | +8.9% | |
| NICE | Sell | NICE LTD ADR SPONSOREDadr sponsored | $265,000 | -84.4% | 1,380 | -82.2% | 0.11% | -81.5% |
| LSXMK | LIBERTY MEDIA CORPORATION COM | $263,000 | -21.0% | 7,300 | 0.0% | 0.11% | -6.0% | |
| TEL | TE CONNECTIVITY LTD COM | $248,000 | -13.9% | 2,200 | 0.0% | 0.10% | +2.0% | |
| DRW | Sell | WISDOMTREE TR NEW ECON REAL ES NEW ECONOMY REAL ESTATE FUNDnew economy real estate fund | $240,000 | -21.3% | 13,119 | -0.7% | 0.10% | -6.5% |
| PM | PHILIP MORRIS INTL INC COM | $240,000 | +5.3% | 2,431 | 0.0% | 0.10% | +25.0% | |
| DBP | INVESCO DB MULTI-SECTOR COMM T PRECIOUS METAL ETFprecious metal etf | $238,000 | -9.8% | 5,109 | 0.0% | 0.10% | +7.6% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $234,000 | -12.7% | 1,700 | 0.0% | 0.10% | +3.2% | |
| AZO | AUTOZONE INC COM | $234,000 | +5.4% | 109 | 0.0% | 0.10% | +24.4% | |
| NJDCY | NIDEC CORPORATION ADR SPONSOREDadr sponsored | $231,000 | -22.0% | 14,964 | 0.0% | 0.10% | -7.7% | |
| FNDX | SCHWAB STRATEGIC TR SCHWAB FDT US LG ETFschwab fdt us lg etf | $230,000 | -12.9% | 4,520 | 0.0% | 0.10% | +3.3% | |
| RIO | Sell | RIO TINTO ADR SPONSOREDadr sponsored | $228,000 | -25.2% | 3,745 | -1.5% | 0.10% | -11.2% |
| AMT | AMERICAN TOWER CORP COM USD0.01 | $226,000 | +1.8% | 885 | 0.0% | 0.09% | +20.5% | |
| ALC | ALCON AG COM | $225,000 | -11.8% | 3,225 | 0.0% | 0.09% | +4.5% | |
| DHR | DANAHER CORP COM | $221,000 | -13.3% | 872 | 0.0% | 0.09% | +3.4% | |
| NTES | Buy | NETEASE INC ADR SPONSOREDadr sponsored | $220,000 | +4.3% | 2,363 | +0.0% | 0.09% | +23.0% |
| FIS | FIDELITY NATIONAL INFORMATION COM | $216,000 | -8.5% | 2,357 | 0.0% | 0.09% | +8.4% | |
| WIT | Sell | WIPRO ADR SPONSOREDadr sponsored | $218,000 | -60.1% | 41,197 | -41.9% | 0.09% | -52.9% |
| LBRDK | LIBERTY BROADBAND CORP COM | $218,000 | -14.8% | 1,893 | 0.0% | 0.09% | 0.0% | |
| MGA | MAGNA INTERNATIONAL INC COM | $208,000 | -14.8% | 3,800 | 0.0% | 0.09% | +1.2% | |
| WMMVY | WAL-MART DE MEXICO SAB DE CV ADR SPONSOREDadr sponsored | $205,000 | -16.7% | 6,000 | 0.0% | 0.08% | -1.2% | |
| ENB | ENBRIDGE INC COM | $202,000 | -8.2% | 4,780 | 0.0% | 0.08% | +9.1% | |
| CAH | Exit | CARDINAL HEALTH INC COM | $0 | – | -3,700 | -100.0% | -0.07% | – |
| UGP | Exit | ULTRAPAR PARTICIPACOES SA ADR SPONSOREDadr sponsored | $0 | – | -70,743 | -100.0% | -0.08% | – |
| TXN | Exit | TEXAS INSTRUMENTS INC COM | $0 | – | -1,256 | -100.0% | -0.08% | – |
| ERIC | Exit | ERICSSON ADR SPONSOREDadr sponsored | $0 | – | -26,620 | -100.0% | -0.08% | – |
| ABEV | Exit | AMBEV SA ADR SPONSOREDadr sponsored | $0 | – | -75,000 | -100.0% | -0.08% | – |
| KUBTY | Exit | KUBOTA CORP ADR SPONSOREDadr sponsored | $0 | – | -2,600 | -100.0% | -0.08% | – |
| SNP | Exit | CHINA PETROLEUM & CHEMICAL COR ADR SPONSOREDadr sponsored | $0 | – | -6,391 | -100.0% | -0.11% | – |
| FMS | Exit | FRESENIUS MEDICAL CARE AG & CO ADR SPONSOREDadr sponsored | $0 | – | -10,372 | -100.0% | -0.12% | – |
| OMC | Exit | OMNICOM GROUP INC COM | $0 | – | -4,151 | -100.0% | -0.12% | – |
| EQR | Exit | EQUITY RESIDENTIAL SBI USD0.01sbi usd0.01 | $0 | – | -9,719 | -100.0% | -0.30% | – |
| ZNGA | Exit | ZYNGA INC COM CL A | $0 | – | -186,228 | -100.0% | -0.60% | – |
| GMAB | Exit | GENMAB AS ADR SPONSOREDadr sponsored | $0 | – | -50,044 | -100.0% | -0.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
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.