
Lester Murray Antman Dba Simplyrich
CIK Number: 0001725888
345.59M
Market Value
203
# of Holdings
14 months
Avg. Holding Period
33.79%
Win Rate
14.64%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | AAPL | Apple Inc. | 198.10 | +0.84% | 108.65K | -1.23% | 27.21M | 42.51 | 7.77% |
2 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 99.22K | -0.43% | 18.9M | 54.96 | 5.39% |
3 | USMV | iShares MSCI US... | 92.66 | -0.38% | 188.26K | -0.7% | 16.71M | 78.08 | 4.77% |
4 | EEMV | iShares MSCI Em... | 61.58 | -0.41% | 260.12K | +3.69% | 15.08M | 55.75 | 4.31% |
5 | EFAV | iShares MSCI EA... | 83.14 | -1.97% | 201.95K | +2.86% | 14.28M | 69.43 | 4.08% |
6 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 61.75K | -0.05% | 11.69M | 55.05 | 3.34% |
7 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 26.27K | -0.1% | 11.07M | 85.96 | 3.16% |
8 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 15.17K | -0.89% | 7.67M | 224.49 | 2.19% |
9 | V | Visa Inc. | 355.07 | +0.63% | 23.55K | -0.08% | 7.44M | 115.39 | 2.12% |
10 | NVO | Novo Nordisk A/... | 76.93 | -3.63% | 86.08K | -0.13% | 7.4M | 27.76 | 2.11% |
11 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 34.9K | -0.09% | 6.89M | 41.83 | 1.97% |
12 | HD | The Home Depot,... | 353.06 | -0.45% | 17.1K | +0.17% | 6.65M | 193.4 | 1.90% |
13 | REET | iShares Global ... | 24.70 | -0.86% | 258.39K | -8.15% | 6.19M | 24.18 | 1.77% |
14 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 26.04K | -0.03% | 4.56M | 157.83 | 1.30% |
15 | WMT | Walmart Inc. | 94.23 | -0.22% | 45.79K | +0.59% | 4.14M | 35.25 | 1.18% |
16 | RELX | RELX Plc | 53.34 | +1.09% | 81.01K | +0.65% | 3.68M | 24.27 | 1.05% |
17 | CI | Cigna Corporati... | 313.86 | -1.12% | 12.5K | 0.00% | 3.45M | 237.09 | 0.99% |
18 | GIB | CGI Inc. | 108.92 | +0.67% | 30.4K | +1.16% | 3.32M | 91.76 | 0.95% |
19 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 7.28K | +0.65% | 3.3M | 222.17 | 0.94% |
20 | MCD | McDonald's Corp... | 295.94 | -1.98% | 10.9K | +0.41% | 3.16M | 183.03 | 0.90% |
21 | MCK | McKesson Corpor... | 719.35 | -1.22% | 5.19K | +1.03% | 2.96M | 149.84 | 0.84% |
22 | ACN | Accenture plc | 313.78 | +0.66% | 8.09K | 0.00% | 2.85M | 186.87 | 0.81% |
23 | TJX | The TJX Compani... | 124.16 | +0.20% | 23.36K | 0.00% | 2.82M | 38.29 | 0.81% |
24 | MA | Mastercard Inco... | 568.14 | +1.09% | 5.16K | 0.00% | 2.72M | 266.97 | 0.78% |
25 | SCCO | Southern Copper... | 96.31 | +1.64% | 28.18K | +0.57% | 2.57M | 36.38 | 0.73% |
26 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 11.28K | 0.00% | 2.47M | 96.11 | 0.71% |
27 | MSI | Motorola Soluti... | 406.82 | -0.31% | 5.22K | +1.52% | 2.41M | 184.96 | 0.69% |
28 | AMGN | Amgen Inc. | 295.12 | -0.03% | 9.1K | 0.00% | 2.37M | 188.07 | 0.68% |
29 | ELV | Elevance Health... | 376.51 | -2.09% | 6.25K | -1.37% | 2.31M | 294.27 | 0.66% |
30 | RACE | Ferrari N.V. | 464.69 | +0.27% | 5.32K | 0.00% | 2.26M | 217.34 | 0.64% |
31 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 35.17K | +1.91% | 2.08M | 40.62 | 0.59% |
32 | PCAR | PACCAR Inc | 92.62 | +0.81% | 19.81K | +1.04% | 2.06M | 52.82 | 0.59% |
33 | VIPS | Vipshop Holding... | 15.04 | +1.52% | 151.16K | +1.02% | 2.04M | 12.77 | 0.58% |
34 | UL | Unilever PLC | 62.82 | +0.24% | 34.76K | +1.15% | 1.97M | 58.04 | 0.56% |
35 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 52.02K | -2.36% | 1.95M | 40.06 | 0.56% |
36 | COST | Costco Wholesal... | 984.10 | -0.62% | 2.12K | +1.19% | 1.95M | 390.15 | 0.56% |
37 | LVMUY | LVMH Moët Henne... | 107.69 | +1.58% | 14.8K | 0.00% | 1.93M | 153.61 | 0.55% |
38 | FI | Fiserv, Inc. | 164.84 | +1.12% | 9.42K | 0.00% | 1.93M | 92.51 | 0.55% |
39 | CB | Chubb Limited | 286.06 | -0.25% | 6.95K | -0.1% | 1.92M | 160.44 | 0.55% |
40 | NKE | NIKE, Inc. | 61.88 | +2.22% | 25.28K | 0.00% | 1.91M | 63.99 | 0.55% |
41 | CME | CME Group Inc. | 267.37 | -0.79% | 8.17K | +1.31% | 1.9M | 203.19 | 0.54% |
42 | TM | Toyota Motor Co... | 177.87 | -0.5% | 9.73K | +1.49% | 1.89M | 131.72 | 0.54% |
43 | TGS | Transportadora ... | 27.83 | -0.36% | 64.52K | 0.00% | 1.89M | 8.9 | 0.54% |
44 | RBA | RB Global, Inc. | 106.67 | +0.35% | 20.84K | 0.00% | 1.88M | 60 | 0.54% |
45 | CNI | Canadian Nation... | 104.65 | +0.85% | 18.45K | +4.93% | 1.87M | 88.3 | 0.53% |
46 | SAP | SAP SE | 296.30 | +1.00% | 7.38K | 0.00% | 1.81M | 139.99 | 0.52% |
47 | ADP | Automatic Data ... | 307.60 | +0.25% | 6.15K | +1.23% | 1.8M | 183.47 | 0.51% |
48 | ICE | Intercontinenta... | 179.54 | +0.62% | 11.89K | 0.00% | 1.77M | 71.25 | 0.51% |
49 | FDX | FedEx Corporati... | 226.24 | +0.83% | 6.25K | 0.00% | 1.76M | 162.97 | 0.50% |
50 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 7.49K | -0.45% | 1.74M | 36.72 | 0.50% |
51 | AFL | Aflac Incorpora... | 102.61 | +0.42% | 16.57K | +1.36% | 1.71M | 56.02 | 0.49% |
52 | SHEL | Shell plc | 71.45 | -1.5% | 26.56K | -8.38% | 1.66M | 52.73 | 0.47% |
53 | RTX | RTX Corporation | 146.33 | +0.44% | 14.22K | 0.00% | 1.65M | 61.72 | 0.47% |
54 | ACWV | iShares MSCI Gl... | 117.01 | -0.99% | 15.07K | +0.39% | 1.65M | 100.62 | 0.47% |
55 | PYPL | PayPal Holdings... | 72.21 | +1.95% | 18.92K | 0.00% | 1.61M | 73.64 | 0.46% |
56 | PNC | The PNC Financi... | 174.97 | +0.92% | 8.26K | 0.00% | 1.59M | 139.8 | 0.45% |
57 | NVS | Novartis AG | 118.11 | -1.12% | 15.89K | -5.99% | 1.55M | 76.8 | 0.44% |
58 | NOC | Northrop Grumma... | 496.55 | -3.9% | 3.07K | 0.00% | 1.44M | 318.91 | 0.41% |
59 | TTWO | Take-Two Intera... | 238.57 | +3.62% | 7.56K | 0.00% | 1.39M | 122.53 | 0.40% |
60 | INFY | Infosys Limited | 18.70 | +1.52% | 62.42K | +1.74% | 1.37M | 16.5 | 0.39% |
61 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 15.34K | 0.00% | 1.37M | 88.36 | 0.39% |
62 | BN | Brookfield Corp... | 58.48 | +1.19% | 23.57K | 0.00% | 1.35M | 31.46 | 0.39% |
63 | MU | Micron Technolo... | 119.73 | +3.57% | 15.9K | 0.00% | 1.34M | 41.12 | 0.38% |
64 | MMC | Marsh & McLenna... | 216.23 | -0.53% | 6.24K | +1.66% | 1.32M | 114.23 | 0.38% |
65 | LMT | Lockheed Martin... | 466.60 | -4.08% | 2.72K | -13.03% | 1.32M | 390.69 | 0.38% |
66 | ASML | ASML Holding N.... | 773.75 | +1.68% | 1.9K | 0.00% | 1.32M | 237.29 | 0.38% |
67 | DIS | The Walt Disney... | 119.45 | +1.28% | 11.76K | -0.46% | 1.31M | 108.19 | 0.37% |
68 | WIT | Wipro Limited | 3.04 | +2.19% | 368.19K | +126.20% | 1.3M | 2.55 | 0.37% |
69 | JANX | Janux Therapeut... | 23.59 | -5.26% | 24.32K | +205.31% | 1.3M | 48.35 | 0.37% |
70 | NTTYY | Nippon Telegrap... | 26.87 | -0.3% | 50.63K | 0.00% | 1.26M | 25.62 | 0.36% |
71 | SRE | Sempra | 73.72 | -0.48% | 13.77K | +1.86% | 1.21M | 66.84 | 0.34% |
72 | EBAY | eBay Inc. | 77.68 | +0.41% | 19.22K | 0.00% | 1.19M | 37.74 | 0.34% |
73 | PG | The Procter & G... | 160.70 | +0.26% | 6.91K | 0.00% | 1.16M | 111.31 | 0.33% |
74 | TRI | Thomson Reuters... | 196.11 | +0.47% | 7.07K | 0.00% | 1.13M | 134.94 | 0.32% |
75 | GRMN | Garmin Ltd. | 203.66 | +1.16% | 5.4K | +2.86% | 1.11M | 132.32 | 0.32% |
76 | AZN | AstraZeneca PLC | 73.48 | -1.26% | 16.93K | 0.00% | 1.11M | 41.31 | 0.32% |
77 | IBM | International B... | 281.56 | +1.57% | 4.94K | +2.23% | 1.09M | 159.8 | 0.31% |
78 | ITW | Illinois Tool W... | 244.12 | +1.09% | 4.27K | 0.00% | 1.08M | 151.73 | 0.31% |
79 | IMO | Imperial Oil Li... | 81.22 | -0.85% | 17.27K | 0.00% | 1.06M | 16.05 | 0.30% |
80 | RSG | Republic Servic... | 248.26 | -1.19% | 5.21K | 0.00% | 1.05M | 86.62 | 0.30% |
81 | RWO | SPDR Dow Jones ... | 44.55 | +0.11% | 23.24K | 0.00% | 996K | 43.71 | 0.28% |
82 | JCI | Johnson Control... | 104.33 | +2.31% | 12.6K | 0.00% | 994K | 34.14 | 0.28% |
83 | RZV | Invesco S&P Sma... | 103.14 | +2.02% | 8.62K | 0.00% | 959K | 107.28 | 0.27% |
84 | NGG | National Grid p... | 71.44 | -1.75% | 15.87K | -2.05% | 943K | 61.58 | 0.27% |
85 | LYB | LyondellBasell ... | 61.19 | +1.81% | 12.25K | -10.25% | 910K | 110.32 | 0.26% |
86 | LIN | Linde plc | 465.93 | -0.01% | 2.17K | +1.54% | 909K | 396.7 | 0.26% |
87 | UNP | Union Pacific C... | 224.53 | +0.52% | 3.96K | 0.00% | 902K | 172.02 | 0.26% |
88 | MDLZ | Mondelez Intern... | 67.13 | +0.30% | 15.06K | -5.52% | 899K | 46.61 | 0.26% |
89 | KOF | Coca-Cola FEMSA... | 97.15 | +0.74% | 10.77K | 0.00% | 838K | 54.84 | 0.24% |
90 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 5.28K | 0.00% | 803K | 131.87 | 0.23% |
91 | KO | The Coca-Cola C... | 70.46 | -0.79% | 12.72K | -0.13% | 791K | 50.04 | 0.23% |
92 | LOGI | Logitech Intern... | 86.90 | +2.24% | 9.54K | +23.21% | 785K | 71.17 | 0.22% |
93 | PSO | Pearson plc | 14.63 | +0.27% | 47.96K | +28.87% | 773K | 12.27 | 0.22% |
94 | COOP | Mr. Cooper Grou... | 144.18 | +0.77% | 7.83K | 0.00% | 751K | 31.03 | 0.21% |
95 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 2K | 0.00% | 724K | 215.71 | 0.21% |
96 | TGT | Target Corporat... | 97.44 | +2.17% | 5.36K | 0.00% | 724K | 92.77 | 0.21% |
97 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 4.11K | 0.00% | 685K | 58.01 | 0.20% |
98 | CHKP | Check Point Sof... | 220.94 | +0.92% | 3.6K | 0.00% | 672K | 126.4 | 0.19% |
99 | TSEM | Tower Semicondu... | 40.23 | +5.62% | 12.89K | +100.00% | 663K | 51.51 | 0.19% |
100 | IQ | iQIYI, Inc. | 1.75 | +0.87% | 329.16K | +100.00% | 661K | 2.01 | 0.19% |
101 | IX | ORIX Corporatio... | 21.63 | +0.09% | 6.21K | -1.1% | 659K | 62.5 | 0.19% |
102 | WTW | Willis Towers W... | 297.58 | +0.42% | 2.08K | 0.00% | 652K | 200.94 | 0.19% |
103 | DHI | D.R. Horton, In... | 123.39 | +0.25% | 4.59K | 0.00% | 642K | 55.45 | 0.18% |
104 | WM | Waste Managemen... | 234.37 | -0.9% | 3.18K | +2.65% | 641K | 145.32 | 0.18% |
105 | ATAT | Atour Lifestyle... | 31.66 | -1.98% | 23.3K | +11.85% | 626K | 26.04 | 0.18% |
106 | EMR | Emerson Electri... | 128.64 | +2.47% | 5.01K | 0.00% | 620K | 66.71 | 0.18% |
107 | META | Meta Platforms,... | 701.33 | +2.70% | 1.06K | 0.00% | 620K | 211.94 | 0.18% |
108 | AON | Aon plc | 349.64 | -0.95% | 1.71K | 0.00% | 614K | 238.76 | 0.18% |
109 | SONY | Sony Group Corp... | 26.12 | +0.73% | 29.06K | +585.17% | 614K | 19.81 | 0.18% |
110 | HSBC | HSBC Holdings p... | 59.55 | +0.62% | 12.33K | +7.05% | 609K | 42.5 | 0.17% |
111 | VIG | Vanguard Divide... | 200.94 | +0.24% | 3.1K | 0.00% | 607K | 170.4 | 0.17% |
112 | MRK | Merck & Co., In... | 80.88 | -1.02% | 6.06K | 0.00% | 602K | 88.84 | 0.17% |
113 | HLN | Haleon plc | 10.72 | -1.38% | 62.53K | -0.93% | 596K | 8.89 | 0.17% |
114 | RDY | Dr. Reddy's Lab... | 15.69 | -0.7% | 37.42K | +465.56% | 590K | 14.29 | 0.17% |
115 | CHT | Chunghwa Teleco... | 46.15 | +1.14% | 14.9K | +5.68% | 560K | 37.55 | 0.16% |
116 | QFIN | Qifu Technology... | 42.71 | +2.45% | 14.29K | +5.68% | 548K | 30.27 | 0.16% |
117 | AMCR | Amcor plc | 9.20 | +1.04% | 57.45K | -12.04% | 540K | 9.83 | 0.15% |
118 | DEO | Diageo plc | 103.18 | -2% | 4.14K | +7.65% | 525K | 160.44 | 0.15% |
119 | RIO | Rio Tinto Group | 58.22 | +0.38% | 8.92K | -10.08% | 524K | 72.41 | 0.15% |
120 | COF | Capital One Fin... | 197.66 | +2.50% | 2.94K | 0.00% | 524K | 71.86 | 0.15% |
121 | TRP | TC Energy Corpo... | 49.09 | -0.96% | 11.2K | +0.78% | 521K | 43.33 | 0.15% |
122 | BRDCY | Bridgestone Cor... | 20.64 | -0.17% | 30.8K | 0.00% | 516K | 19.26 | 0.15% |
123 | DLS | WisdomTree Inte... | 73.82 | +0.42% | 7.86K | 0.00% | 494K | 63.88 | 0.14% |
124 | SHY | iShares 1-3 Yea... | 82.40 | -0.01% | 6K | -0.76% | 491K | 82.04 | 0.14% |
125 | TXN | Texas Instrumen... | 199.09 | +2.10% | 2.6K | +5.60% | 487K | 187.59 | 0.14% |
126 | ALIZY | Allianz SE | 39.60 | +0.92% | 15.93K | 0.00% | 486K | 32.85 | 0.14% |
127 | RGA | Reinsurance Gro... | 197.98 | +0.53% | 2.26K | +24.22% | 482K | 206.71 | 0.14% |
128 | KMTUY | Komatsu Ltd. | 31.08 | +1.01% | 17.6K | 0.00% | 480K | 27.71 | 0.14% |
129 | FN | Fabrinet | 257.51 | +5.07% | 2.11K | +32.50% | 463K | 232.38 | 0.13% |
130 | LNG | Cheniere Energy... | 233.25 | -2.14% | 2.14K | +54.44% | 459K | 192.19 | 0.13% |
131 | SLF | Sun Life Financ... | 64.66 | +0.54% | 7.71K | +0.72% | 457K | 51.3 | 0.13% |
132 | A | Agilent Technol... | 119.07 | +1.70% | 3.4K | 0.00% | 456K | 91.45 | 0.13% |
133 | BIDU | Baidu, Inc. | 87.26 | +1.47% | 5.41K | +129.83% | 455K | 93.44 | 0.13% |
134 | NMR | Nomura Holdings... | 6.20 | +0.41% | 78.44K | -6.12% | 454K | 6.01 | 0.13% |
135 | FMX | Fomento Económi... | 104.67 | -1.19% | 5.27K | +21.22% | 450K | 101.2 | 0.13% |
136 | ALC | Alcon Inc. | 86.02 | -0.21% | 5.27K | -10.32% | 447K | 73.03 | 0.13% |
137 | TEF | Telefónica, S.A... | 5.42 | +3.44% | 110.77K | 0.00% | 445K | 3.71 | 0.13% |
138 | CAH | Cardinal Health... | 162.27 | +0.53% | 3.7K | 0.00% | 437K | 66.68 | 0.12% |
139 | DE | Deere & Company | 524.06 | +2.84% | 1.02K | +8.70% | 433K | 417.84 | 0.12% |
140 | AZO | AutoZone, Inc. | 3596.23 | -1.27% | 135 | +6.30% | 432K | 1979.68 | 0.12% |
141 | NTES | NetEase, Inc. | 131.12 | +1.34% | 4.84K | +111.64% | 431K | 89.15 | 0.12% |
142 | TCOM | Trip.com Group ... | 60.48 | +0.83% | 6.18K | 0.00% | 424K | 39.84 | 0.12% |
143 | EBR | Centrais Elétri... | 7.63 | +2.21% | 72.83K | 0.00% | 416K | 8.65 | 0.12% |
144 | UPS | United Parcel S... | 101.03 | +1.03% | 3.24K | +5.61% | 408K | 152.36 | 0.12% |
145 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 694 | 0.00% | 406K | 475.31 | 0.12% |
146 | ADM | Archer-Daniels-... | 54.33 | +4.48% | 7.84K | -2.45% | 396K | 58.71 | 0.11% |
147 | KEYS | Keysight Techno... | 161.89 | +2.34% | 2.38K | +5.91% | 382K | 139.87 | 0.11% |
148 | TTE | TotalEnergies S... | 62.66 | -1.3% | 7K | -48.94% | 381K | 60.04 | 0.11% |
149 | CRH | CRH plc | 90.45 | +0.46% | 4.08K | 0.00% | 377K | 84.86 | 0.11% |
150 | ENB | Enbridge Inc. | 45.95 | -1.54% | 8.84K | +6.57% | 375K | 40.72 | 0.11% |