Lester Murray Antman dba SimplyRich Portfolio Holdings
Q3 2025•143 long positions•$309.5M portfolio value
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Holding153 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $27.6M 8.91% | -$19.1K Sold | 0.001% 108.3K shares | 108.4K → 108.3K −$19.1K | -0.07% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $24.1M 7.78% | -$49.2K Sold | 0.001% 98.9K shares | 99.1K → 98.9K −$49.2K | -0.2% | $2.95T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $20.0M 6.48% | -$787.8K Sold | — 210.7K shares | 219.0K → 210.7K −$787.8K | -3.78% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $16.1M 5.21% | -$1.1M Sold | — 190.1K shares | 203.5K → 190.1K −$1.1M | -6.56% | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $15.0M 4.85% | — | 0.001% 61.7K shares | — | — | $2.95T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $14.9M 4.82% | -$1.3M Sold | — 233.7K shares | 253.4K → 233.7K −$1.3M | -7.79% | — — | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $13.4M 4.33% | -$172.5K Sold | 0.0% 25.9K shares | 26.2K → 25.9K −$172.5K | -1.27% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
Financial - Credit Services Financial Services | $8.0M 2.6% | — | 0.001% 23.6K shares | — | — | $662.60B Mega Cap | Q4 2017 Held for 7y 11m | |
Home Improvement Consumer Cyclical | $6.9M 2.23% | -$405.2 Sold | 0.002% 17.1K shares | 17.1K → 17.1K −$405.2 | -0.01% | $403.32B Mega Cap | Q4 2017 Held for 7y 11m | |
Medical - Healthcare Plans Healthcare | $5.2M 1.69% | -$2.1K Sold | 0.002% 15.1K shares | 15.1K → 15.1K −$2.1K | -0.04% | $312.73B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.9M 1.6% | — | — 26.1K shares | — | — | — — | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $4.7M 1.52% | -$721.4 Sold | 0.001% 45.8K shares | 45.8K → 45.8K −$721.4 | -0.02% | $821.68B Mega Cap | Q4 2017 Held for 7y 11m | |
Medical - Distribution Healthcare | $4.0M 1.3% | — | 0.004% 5.2K shares | — | — | $96.1B Large Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $3.7M 1.19% | -$634.8K Sold | — 144.6K shares | 169.4K → 144.6K −$634.8K | -14.66% | — — | Q1 2019 Held for 6y 8m | |
Insurance - Diversified Financial Services | $3.7M 1.18% | -$502.7 Sold | 0.0% 7.3K shares | 7.3K → 7.3K −$502.7 | -0.01% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Healthcare Plans Healthcare | $3.6M 1.16% | — | 0.005% 12.5K shares | — | — | $76.9B Large Cap | Q4 2017 Held for 7y 11m | |
Copper Basic Materials | $3.6M 1.15% | +$60.2K Bought | 0.004% 29.4K shares | 28.9K → 29.4K +$60.2K | +1.71% | $98.6B Large Cap | Q4 2017 Held for 7y 11m | |
Apparel - Retail Consumer Cyclical | $3.4M 1.09% | — | 0.002% 23.4K shares | — | — | $160.86B Large Cap | Q4 2017 Held for 7y 11m | |
Restaurants Consumer Cyclical | $3.3M 1.06% | -$4.3K Sold | 0.002% 10.8K shares | 10.9K → 10.8K −$4.3K | -0.13% | $216.86B Mega Cap | Q4 2017 Held for 7y 11m | |
Financial - Credit Services Financial Services | $2.9M 0.949% | — | 0.001% 5.2K shares | — | — | $514.21B Mega Cap | Q2 2019 Held for 6y 5m | |
Semiconductors Technology | $2.7M 0.859% | — | 0.001% 15.9K shares | — | — | $187.25B Large Cap | Q4 2017 Held for 7y 11m | |
Auto - Manufacturers Consumer Cyclical | $2.6M 0.834% | -$7.8K Sold | 0.003% 5.3K shares | 5.3K → 5.3K −$7.8K | -0.3% | $86.3B Large Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $2.6M 0.832% | -$55.3K Sold | 0.013% 28.9K shares | 29.5K → 28.9K −$55.3K | -2.1% | $19.9B Large Cap | Q2 2021 Held for 4y 5m | |
Drug Manufacturers - General Healthcare | $2.5M 0.82% | -$7.9K Sold | 0.002% 9.0K shares | 9.0K → 9.0K −$7.9K | -0.31% | $151.93B Large Cap | Q2 2019 Held for 6y 5m | |
Specialty Retail Consumer Cyclical | $2.5M 0.8% | — | 0.0% 11.3K shares | — | — | $2.34T Mega Cap | Q2 2019 Held for 6y 5m | |
Semiconductors Technology | $2.5M 0.798% | — | 0.0% 7.5K shares | — | — | $1.56T Mega Cap | Q2 2020 Held for 5y 5m | |
Communication Equipment Technology | $2.4M 0.777% | -$752.6 Sold | 0.001% 35.2K shares | 35.2K → 35.2K −$752.6 | -0.03% | $270.48B Mega Cap | Q4 2017 Held for 7y 11m | |
Aerospace & Defense Industrials | $2.4M 0.768% | — | 0.001% 14.2K shares | — | — | $223.98B Mega Cap | Q2 2019 Held for 6y 5m | |
Specialty Business Services Industrials | $2.3M 0.729% | — | 0.011% 20.8K shares | — | — | $20.1B Large Cap | Q3 2020 Held for 5y 2m | |
Communication Equipment Technology | $2.2M 0.719% | -$130.3K Sold | 0.003% 4.9K shares | 5.2K → 4.9K −$130.3K | -5.53% | $76.2B Large Cap | Q2 2019 Held for 6y 5m | |
Financial - Data & Stock Exchanges Financial Services | $2.2M 0.713% | -$540.4 Sold | 0.002% 8.2K shares | 8.2K → 8.2K −$540.4 | -0.02% | $97.4B Large Cap | Q2 2019 Held for 6y 5m | |
Financial - Data & Stock Exchanges Financial Services | $2.0M 0.647% | — | 0.002% 11.9K shares | — | — | $96.4B Large Cap | Q4 2017 Held for 7y 11m | |
Information Technology Services Technology | $2.0M 0.644% | — | 0.001% 8.1K shares | — | — | $153.39B Large Cap | Q2 2019 Held for 6y 5m | |
Discount Stores Consumer Defensive | $2.0M 0.636% | -$925.6 Sold | 0.0% 2.1K shares | 2.1K → 2.1K −$925.6 | -0.05% | $410.27B Mega Cap | Q2 2019 Held for 6y 5m | |
Insurance - Property & Casualty Financial Services | $2.0M 0.633% | -$2.0K Sold | 0.002% 6.9K shares | 6.9K → 6.9K −$2.0K | -0.1% | $112.53B Large Cap | Q2 2019 Held for 6y 5m | |
Electronic Gaming & Multimedia Technology | $2.0M 0.631% | — | 0.004% 7.6K shares | — | — | $47.7B Large Cap | Q2 2022 Held for 3y 5m | |
Medical - Healthcare Plans Healthcare | $1.9M 0.629% | -$42.7K Sold | 0.003% 6.0K shares | 6.2K → 6.0K −$42.7K | -2.14% | $72.8B Large Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $1.9M 0.619% | +$119.9 Bought | — 16.0K shares | 16.0K → 16.0K +$119.9 | +0.01% | — — | Q4 2017 Held for 7y 11m | |
Aerospace & Defense Industrials | $1.9M 0.604% | — | 0.002% 3.1K shares | — | — | $87.2B Large Cap | Q2 2019 Held for 6y 5m | |
Insurance - Life Financial Services | $1.8M 0.594% | -$25.1K Sold | 0.003% 16.5K shares | 16.7K → 16.5K −$25.1K | -1.35% | $59.7B Large Cap | Q2 2020 Held for 5y 5m | |
Staffing & Employment Services Industrials | $1.8M 0.583% | -$587.0 Sold | 0.002% 6.2K shares | 6.2K → 6.2K −$587.0 | -0.03% | $118.89B Large Cap | Q2 2019 Held for 6y 5m | |
Agricultural - Machinery Industrials | $1.8M 0.57% | -$589.9 Sold | 0.003% 18.0K shares | 18.0K → 18.0K −$589.9 | -0.03% | $51.6B Large Cap | Q2 2019 Held for 6y 5m | |
Specialty Retail Consumer Cyclical | $1.7M 0.565% | — | 0.004% 19.2K shares | — | — | $41.6B Large Cap | Q4 2017 Held for 7y 11m | |
Apparel - Footwear & Accessories Consumer Cyclical | $1.7M 0.557% | -$278.9 Sold | 0.002% 24.7K shares | 24.7K → 24.7K −$278.9 | -0.02% | $102.98B Large Cap | Q4 2017 Held for 7y 11m | |
Banks - Regional Financial Services | $1.7M 0.536% | — | 0.002% 8.3K shares | — | — | $79.1B Large Cap | Q2 2019 Held for 6y 5m | |
Telecommunications Services Communication Services | $1.6M 0.533% | +$3.3K Bought | 0.001% 52.5K shares | 52.4K → 52.5K +$3.3K | +0.2% | $116.01B Large Cap | Q4 2017 Held for 7y 11m | |
Financial - Mortgages Financial Services | $1.6M 0.523% | — | 0.012% 7.7K shares | — | — | $13.5B Large Cap | Q4 2020 Held for 4y 11m | |
Asset Management Financial Services | $1.6M 0.522% | — | 0.002% 23.6K shares | — | — | $102.59B Large Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $1.6M 0.506% | — | 0.003% 17.3K shares | — | — | $46.2B Large Cap | Q2 2020 Held for 5y 5m | |
Railroads Industrials | $1.5M 0.498% | -$150.8K Sold | 0.003% 16.3K shares | 17.9K → 16.3K −$150.8K | -8.91% | $58.9B Large Cap | Q4 2017 Held for 7y 11m |
