Lester Murray Antman dba SimplyRich logo

Lester Murray Antman dba SimplyRich Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Lester Murray Antman dba SimplyRich with $309.5M in long positions as of Q3 2025, 22% allocated to ETF, and 49% concentrated in top 10 positions.

Portfolio Value
$309.5M
Top 10 Concentration
49%
Top Sector
ETF (22%)
US Exposure
90%
Market Cap Focus
Mega Cap
Countries
9

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 21.60%ETFTechnology: 21.40%TechnologyCommunication Services: 14.40%Communication ServicesFinancial Services: 11.50%Financial ServicesIndustrials: 8.00%Consumer Cyclical: 8.00%Healthcare: 6.90%Consumer Defensive: 4.00%Basic Materials: 2.30%Energy: 1.30%Utilities: 0.30%Real Estate: 0.20%
ETF
21.60%
Technology
21.40%
Communication Services
14.40%
Financial Services
11.50%
Industrials
8.00%
Consumer Cyclical
8.00%
Healthcare
6.90%
Consumer Defensive
4.00%
Basic Materials
2.30%
Energy
1.30%
Utilities
0.30%
Real Estate
0.20%

Industry Breakdown

65 industries across all sectors

ETF: 21.65%ETFInternet Content & Information: 12.88%Internet Content & InformationConsumer Electronics: 8.91%Consumer ElectronicsSoftware - Infrastructure: 4.94%Financial - Credit Services: 4.18%Medical - Healthcare Plans: 3.73%Information Technology Services: 2.32%Discount Stores: 2.30%Home Improvement: 2.23%Aerospace & Defense: 2.19%Semiconductors: 2.02%Insurance - Diversified: 1.95%Specialty Retail: 1.78%Communication Equipment: 1.50%Medical - Distribution: 1.48%Financial - Data & Stock Exchanges: 1.36%Copper: 1.15%Apparel - Retail: 1.09%Specialty Business Services: 1.08%Restaurants: 1.06%45 more: 20.09%45 more
ETF
ETF
21.65%
Internet Content & Information
Communication Services
12.88%
Consumer Electronics
Technology
8.91%
Software - Infrastructure
Technology
4.94%
Financial - Credit Services
Financial Services
4.18%
Medical - Healthcare Plans
Healthcare
3.73%
Information Technology Services
Technology
2.32%
Discount Stores
Consumer Defensive
2.30%
Home Improvement
Consumer Cyclical
2.23%
Aerospace & Defense
Industrials
2.19%
Semiconductors
Technology
2.02%
Insurance - Diversified
Financial Services
1.95%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 44.59%Mega Cap (> $200B)Large Cap ($10B - $200B): 33.40%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.17%Small Cap ($300M - $2B): 0.19%N/A (ETF or Unknown): 21.65%N/A (ETF or Unknown)
Mega Cap (> $200B)
44.59%
Large Cap ($10B - $200B)
33.40%
Mid Cap ($2B - $10B)
0.17%
Small Cap ($300M - $2B)
0.19%
N/A (ETF or Unknown)
21.65%

Portfolio Concentration

Top 10 Holdings %
48.89%
Top 20 Holdings %
61.1%
Top 50 Holdings %
80.79%
Top 100 Holdings %
95.28%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
90.49%
International
9.51%
Countries
9
Largest Int'l Market
Canada - 4.32%
United States of America
90.49% ($280.1M)
115 holdings
Canada
4.32% ($13.4M)
12 holdings
Switzerland
1.57% ($4.9M)
5 holdings
Ireland
1.45% ($4.5M)
4 holdings
Italy
0.83% ($2.6M)
1 holdings
United Kingdom
0.47% ($1.5M)
2 holdings
Israel
0.43% ($1.3M)
2 holdings
South Africa
0.31% ($951.5K)
1 holdings
Netherlands
0.13% ($395.4K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
29.8 quarters
Avg. Top 20
29.2 quarters
Avg. All Positions
19.3 quarters
Median Holding Period
25 quarters
Persistence Rate
91.61%
Persistent Holdings Weight
98.48%
Persistent Positions
131
Longest Held
Mondelez International, Inc. Class A logo
Mondelez International, Inc. Class AMDLZ - 31 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.07%
Avg. Position Weight
0.70%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 8.91%
Largest Ownership Stake
Janux Therapeutics, Inc. Common Stock logo
Janux Therapeutics, Inc. Common StockJANX - 0.04%
Avg. Ownership Stake
0.002%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2017)

Avg. New Position
0.56%
Avg. Ownership Stake
0.002%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 11.36% (Q3 2023)
Largest Ownership Stake
Janux Therapeutics, Inc. Common Stock logo
Janux Therapeutics, Inc. Common StockJANX - 0.04% (Q4 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.2%
Value Traded
$3.84M
Positions Added
7
Positions Exited
10

Historical (Since Q4 2017)

Avg. Turnover Ratio
7.1%
Avg. Positions Added
10
Avg. Positions Exited
10
Highest Turnover
50.0%
Q4 2017
Lowest Turnover
0.5%
Q1 2023

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