$280 Thousand is the total value of Lester Murray Antman dba SimplyRich's 174 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 16.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USMV | Buy | ISHARES TRUST MSCI USA MIN VOL FACTOR ETFmsci usa min vol factor etf | $13,558 | +6.7% | 182,412 | +4.4% | 4.83% | +1.2% |
| EEMV | Buy | ISHARES INC MSCI EMERGING MARKETS MIN Vmsci emerging markets min v | $12,856 | +8.5% | 233,845 | +7.7% | 4.58% | +3.0% |
| EFAV | Buy | ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETFmsci eafe min vol factor etf | $12,204 | +7.3% | 180,800 | +7.6% | 4.35% | +1.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $7,350 | +1.7% | 15,293 | +0.0% | 2.62% | -3.5% |
| NVO | Buy | NOVO NORDISK A/S ADR SPONSOREDadr sponsored | $7,002 | +1.7% | 43,270 | +0.0% | 2.50% | -3.6% |
| HD | Buy | HOME DEPOT INC COM | $5,223 | +5.3% | 16,814 | +0.0% | 1.86% | -0.2% |
| GIB | Buy | CGI INC COM CL A | $3,108 | +10.9% | 29,488 | +1.3% | 1.11% | +5.2% |
| MCD | Buy | MCDONALD'S CORPORATION COM | $3,071 | +6.7% | 10,293 | +0.0% | 1.10% | +1.3% |
| ANTM | Buy | ELEVANCE HEALTH INC COM | $2,679 | -3.4% | 6,030 | +0.0% | 0.96% | -8.3% |
| RELX | Buy | RELX PLC ADR SPONSOREDadr sponsored | $2,480 | +3.1% | 74,192 | +0.0% | 0.88% | -2.2% |
| VIPS | Buy | VIPSHOP HLDGS LTD ADRadr | $2,388 | +9.3% | 144,747 | +0.5% | 0.85% | +3.7% |
| WMT | Buy | WALMART INC COM | $2,296 | +6.6% | 14,609 | +0.0% | 0.82% | +1.2% |
| CNI | Buy | CANADIAN NATIONAL RAILWAYS CO COM | $2,207 | +2.7% | 18,235 | +0.0% | 0.79% | -2.6% |
| MCK | Buy | MCKESSON CORPORATION COM | $2,129 | +20.1% | 4,983 | +0.0% | 0.76% | +14.0% |
| UL | Buy | UNILEVER PLC ADR SPONSOREDadr sponsored | $1,709 | +0.4% | 32,801 | +0.0% | 0.61% | -4.8% |
| CSCO | Buy | CISCO SYSTEMS INC COM | $1,640 | -1.0% | 31,710 | +0.0% | 0.58% | -5.9% |
| Buy | SHELL PLC ADR SPONSOREDadr sponsored | $1,603 | +5.1% | 26,561 | +0.2% | 0.57% | -0.2% | |
| PCAR | Buy | PACCAR INC COM | $1,583 | +14.3% | 18,935 | +0.1% | 0.56% | +8.3% |
| RTX | Buy | RAYTHEON TECH CORP COM | $1,435 | +0.1% | 14,650 | +0.1% | 0.51% | -5.0% |
| ACWV | Buy | ISHARES INC MSCI GBL MIN VOL ETFmsci gbl min vol etf | $1,433 | +33.6% | 14,619 | +31.7% | 0.51% | +26.8% |
| New | RB GLOBAL INC COM | $1,275 | – | 21,254 | +100.0% | 0.46% | – | |
| LMT | Buy | LOCKHEED MARTIN CORP COM | $1,256 | -2.6% | 2,730 | +0.0% | 0.45% | -7.6% |
| CB | Buy | CHUBB LIMITED COM | $1,198 | +11.4% | 6,224 | +12.3% | 0.43% | +5.7% |
| TGS | Buy | TRANSPORTADORA DE GAS DEL SUR ADRadr | $1,161 | +69.5% | 84,283 | +25.8% | 0.41% | +61.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COM | $1,149 | -1.3% | 5,232 | +0.1% | 0.41% | -6.4% |
| NGG | Buy | NATIONAL GRID ADR SPONSOREDadr sponsored | $1,148 | +2.0% | 17,064 | +3.1% | 0.41% | -3.3% |
| MMC | Buy | MARSH & MCLENNAN COMPANIES INC COM | $1,074 | +12.9% | 5,715 | +0.1% | 0.38% | +7.3% |
| MDLZ | Buy | MONDELEZ INTL INC COM CL A | $1,055 | +4.7% | 14,476 | +0.1% | 0.38% | -0.8% |
| COST | Buy | COSTCO WHOLESALE CORP COM | $993 | +8.4% | 1,846 | +0.1% | 0.35% | +2.9% |
| AFL | Buy | AFLAC INC COM | $971 | +8.2% | 13,922 | +0.1% | 0.35% | +2.7% |
| HMC | New | HONDA MOTOR CO ADR SPONSOREDadr sponsored | $967 | – | 31,935 | +100.0% | 0.34% | – |
| New | THOMSON-REUTERS CORP COM | $954 | – | 7,074 | +100.0% | 0.34% | – | |
| ATVI | Buy | ACTIVISION BLIZZARD INC COM | $846 | -1.4% | 10,036 | +0.1% | 0.30% | -6.5% |
| KO | Buy | COCA-COLA CO COM | $803 | -2.8% | 13,335 | +0.1% | 0.29% | -7.7% |
| DEO | Buy | DIAGEO ADR SPONSOREDadr sponsored | $739 | -4.0% | 4,261 | +0.1% | 0.26% | -9.0% |
| TTE | New | TOTAL SE ADR SPONSOREDadr sponsored | $549 | – | 9,532 | +100.0% | 0.20% | – |
| EURN | Buy | EURONAV COM | $548 | -9.0% | 36,063 | +0.6% | 0.20% | -13.7% |
| CHKP | Buy | CHECK POINT SFTWRE COM | $492 | -2.8% | 3,924 | +0.7% | 0.18% | -7.9% |
| Buy | AMERICA MOVIL SAB DE CV ADR SPONSOREDadr sponsored | $481 | +3.7% | 22,251 | +0.8% | 0.17% | -1.7% | |
| TEF | Buy | TELEFONICA SA ADR SPONSOREDadr sponsored | $449 | -5.3% | 111,484 | +0.5% | 0.16% | -10.1% |
| LOGI | Buy | LOGITECH INTERNATIONAL SA COM | $416 | +9.5% | 7,008 | +6.9% | 0.15% | +3.5% |
| ALC | Buy | ALCON AG COM | $413 | +17.3% | 5,033 | +0.7% | 0.15% | +11.4% |
| IBM | Buy | INTERNATIONAL BUS MACH CORP COM | $407 | +2.3% | 3,043 | +0.2% | 0.14% | -3.3% |
| WIT | Buy | WIPRO ADR SPONSOREDadr sponsored | $405 | +20.5% | 85,819 | +14.4% | 0.14% | +14.3% |
| SIRI | Buy | SIRIUS XM HOLDINGS INC COM | $383 | +14.3% | 84,683 | +0.3% | 0.14% | +8.7% |
| SNN | Buy | SMITH & NEPHEW ADR SPONSOREDadr sponsored | $363 | +27.8% | 11,280 | +10.7% | 0.13% | +20.6% |
| RTOKY | Buy | RENTOKIL INITIAL ADR SPONSOREDadr sponsored | $350 | +14.8% | 8,990 | +7.4% | 0.12% | +8.7% |
| NTES | Buy | NETEASE INC ADR SPONSOREDadr sponsored | $342 | +15.5% | 3,539 | +5.7% | 0.12% | +9.9% |
| Buy | LINDE PLC COM | $306 | +7.7% | 803 | +0.4% | 0.11% | +1.9% | |
| PSA | Buy | PUBLIC STORAGE COM USD0.10 | $290 | -0.7% | 995 | +2.7% | 0.10% | -6.4% |
| VZ | Buy | VERIZON COMMUNICATIONS COM | $267 | -1.8% | 7,184 | +2.5% | 0.10% | -6.9% |
| BIDU | Buy | BAIDU INC ADRadr | $259 | -6.5% | 1,899 | +3.1% | 0.09% | -11.5% |
| GRMN | Buy | GARMIN LTD COM | $253 | +3.7% | 2,433 | +0.3% | 0.09% | -2.2% |
| VALE | Buy | VALE S.A. ADR SPONSOREDadr sponsored | $239 | -14.3% | 17,854 | +0.8% | 0.08% | -19.0% |
| FMX | New | FOMENTO ECON MEXIC ADR SPONSOREDadr sponsored | $231 | – | 2,088 | +100.0% | 0.08% | – |
| HSBC | New | HSBC HOLDINGS PLC ADR SPONSOREDadr sponsored | $209 | – | 5,295 | +100.0% | 0.08% | – |
| LRCX | New | LAM RESEARCH CORP COM | $208 | – | 324 | +100.0% | 0.07% | – |
| NJDCY | New | NIDEC CORPORATION ADR SPONSOREDadr sponsored | $206 | – | 14,964 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 27 | Q2 2024 | 9.2% |
| MICROSOFT CORP COM | 27 | Q2 2024 | 4.0% |
| UNITEDHEALTH GROUP INC COM | 27 | Q2 2024 | 3.7% |
| VISA INC COM CL A | 27 | Q2 2024 | 3.1% |
| HOME DEPOT INC COM | 27 | Q2 2024 | 2.7% |
| NOVO NORDISK A/S ADR SPONSORED | 27 | Q2 2024 | 3.9% |
| LAUDER ESTEE COS INC | 27 | Q2 2024 | 2.1% |
| NIKE INC COM CL B | 27 | Q2 2024 | 1.9% |
| TAIWAN SEMICONDUCTOR MFG LTD | 27 | Q2 2024 | 1.9% |
| COMCAST CORP NEW | 27 | Q2 2024 | 1.8% |
View Lester Murray Antman dba SimplyRich's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-26 |
| 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 |
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.