Lester Murray Antman dba SimplyRich

données du 30/09/2025

Capitalisation

$ 370.612 M 3.27 %

Période de détention moyenne

16 ans

Performance

$ 168.200 M 83.22 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Lester Murray Antman dba SimplyRich

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 7.44% 27.575 M $ 108295 2017/12/31 5.360 M $ 24.11 %
2025/09/30 GOOG ALPHABET INC 6.50% 24.091 M $ 98920 2019/06/30 6.558 M $ 37.30 %
2025/09/30 USMV ISHARES TR 5.41% 20.045 M $ 210695 2017/12/31 278.098 K $ 1.35 %
2025/09/30 EFAV ISHARES TR 4.35% 16.126 M $ 190104 2017/12/31 156.661 K $ 0.92 %
2025/09/30 GOOGL ALPHABET INC 4.05% 15.010 M $ 61747 2019/06/30 4.129 M $ 37.95 %
2025/09/30 EEMV ISHARES INC 4.02% 14.914 M $ 233666 2017/12/31 261.009 K $ 1.64 %
2025/09/30 MSFT MICROSOFT CORP 3.61% 13.392 M $ 25856 2017/12/31 537.922 K $ 4.13 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 2.63% 9.745 M $ 34895 2017/12/31 1.842 M $ 23.31 %
2025/09/30 V VISA INC 2.17% 8.040 M $ 23552 2017/12/31 -321.955 K $ -3.85 %
2025/09/30 HD HOME DEPOT INC 1.87% 6.916 M $ 17070 2017/12/31 658.087 K $ 10.52 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.41% 5.216 M $ 15108 2017/12/31 503.749 K $ 10.68 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 1.34% 4.948 M $ 26084 2021/09/30 207.628 K $ 4.38 %
2025/09/30 WMT WALMART INC 1.27% 4.718 M $ 45785 2017/12/31 241.781 K $ 5.40 %
2025/09/30 NVO NOVO-NORDISK A S 1.27% 4.695 M $ 84621 2017/12/31 -1.250 M $ -19.61 %
2025/09/30 MCK MCKESSON CORP 1.08% 4.010 M $ 5191 2019/06/30 206.394 K $ 5.43 %
2025/09/30 RELX RELX PLC 1.04% 3.867 M $ 80986 2017/12/31 -532.980 K $ -12.11 %
2025/09/30 REET ISHARES TR 1.00% 3.695 M $ 144586 2019/03/31 145.702 K $ 3.48 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.99% 3.658 M $ 7277 2019/06/30 123.507 K $ 3.49 %
2025/09/30 CI THE CIGNA GROUP 0.97% 3.604 M $ 12504 2021/06/30 -529.294 K $ -12.81 %
2025/09/30 SCCO SOUTHERN COPPER CORP 0.96% 3.570 M $ 29422 2017/12/31 578.181 K $ 19.96 %
2025/09/30 TJX TJX COS INC NEW 0.91% 3.376 M $ 23358 2017/12/31 491.685 K $ 17.05 %
2025/09/30 MCD MCDONALDS CORP 0.89% 3.293 M $ 10839 2017/12/31 127.197 K $ 4.01 %
2025/09/30 MA MASTERCARD INCORPORATED 0.79% 2.936 M $ 5162 2019/06/30 35.462 K $ 1.22 %
2025/09/30 VIPS VIPSHOP HLDGS LTD 0.78% 2.882 M $ 146753 2022/03/31 670.452 K $ 30.50 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.72% 2.660 M $ 15900 2017/12/31 700.712 K $ 35.77 %
2025/09/30 RACE FERRARI N V 0.70% 2.580 M $ 5319 2022/12/31 -29.449 K $ -1.12 %
2025/09/30 GIB CGI INC 0.70% 2.576 M $ 28912 2021/06/30 -463.652 K $ -14.98 %
2025/09/30 AMGN AMGEN INC 0.69% 2.539 M $ 8999 2019/06/30 26.990 K $ 1.07 %
2025/09/30 AMZN AMAZON COM INC 0.67% 2.476 M $ 11280 2019/06/30 2.030 K $ 0.08 %
2025/09/30 AVGO BROADCOM INC 0.67% 2.469 M $ 7486 2020/06/30 406.190 K $ 19.69 %
2025/09/30 CSCO CISCO SYS INC 0.65% 2.405 M $ 35155 2017/12/31 -33.759 K $ -1.38 %
2025/09/30 RTX RTX CORPORATION 0.64% 2.378 M $ 14216 2020/06/30 302.942 K $ 14.60 %
2025/09/30 NVS NOVARTIS AG 0.61% 2.278 M $ 17770 2017/12/31 128.520 K $ 5.97 %
2025/09/30 RBA RB GLOBAL INC 0.61% 2.258 M $ 20839 2023/06/30 45.220 K $ 2.04 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.60% 2.227 M $ 4870 2019/06/30 189.858 K $ 8.76 %
2025/09/30 CME CME GROUP INC 0.60% 2.207 M $ 8170 2019/06/30 -44.373 K $ -1.97 %
2025/09/30 SHEL SHELL PLC 0.57% 2.099 M $ 29354 2022/03/31 32.865 K $ 1.59 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.54% 2.004 M $ 11895 2017/12/31 -178.306 K $ -8.17 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.54% 1.994 M $ 8088 2019/06/30 -422.921 K $ -17.50 %
2025/09/30 SAP SAP SE 0.53% 1.970 M $ 7375 2019/06/30 -272.063 K $ -12.13 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.53% 1.967 M $ 2126 2019/06/30 -136.787 K $ -6.50 %
2025/09/30 CB CHUBB LIMITED 0.53% 1.959 M $ 6942 2019/06/30 -51.909 K $ -2.58 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.53% 1.953 M $ 7560 2022/06/30 117.255 K $ 6.39 %
2025/09/30 ELV ELEVANCE HEALTH INC 0.53% 1.948 M $ 6029 2019/06/30 -405.640 K $ -16.93 %
2025/09/30 ACWV ISHARES INC 0.52% 1.917 M $ 15986 2017/12/31 21.579 K $ 1.14 %
2025/09/30 UL UNILEVER PLC 0.52% 1.916 M $ 32322 2017/12/31 -59.593 K $ -3.09 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.50% 1.868 M $ 3067 2019/06/30 335.345 K $ 21.88 %
2025/09/30 ASML ASML HOLDING N V 0.50% 1.842 M $ 1903 2019/06/30 317.230 K $ 20.80 %
2025/09/30 AFL AFLAC INC 0.50% 1.839 M $ 16468 2020/06/30 104.164 K $ 5.92 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.49% 1.805 M $ 6150 2019/06/30 -91.664 K $ -4.83 %
2025/09/30 TM TOYOTA MOTOR CORP 0.48% 1.766 M $ 9243 2019/06/30 174.121 K $ 10.94 %
2025/09/30 PCAR PACCAR INC 0.48% 1.765 M $ 17960 2019/06/30 58.569 K $ 3.43 %
2025/09/30 EBAY EBAY INC. 0.47% 1.748 M $ 19220 2017/12/31 316.937 K $ 22.15 %
2025/09/30 NKE NIKE INC 0.47% 1.724 M $ 24736 2017/12/31 -32.409 K $ -1.84 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.45% 1.658 M $ 8255 2019/06/30 119.780 K $ 7.79 %
2025/09/30 CMCSA COMCAST CORP NEW 0.44% 1.648 M $ 52464 2017/12/31 -223.568 K $ -11.97 %
2025/09/30 COOP MR COOPER GROUP INC 0.44% 1.618 M $ 7677 2020/12/31 472.749 K $ 41.29 %
2025/09/30 BN BROOKFIELD CORP 0.44% 1.616 M $ 23569 2022/12/31 -380.167 K $ -26.09 %
2025/09/30 IMO IMPERIAL OIL LTD 0.42% 1.566 M $ 17266 2020/06/30 194.415 K $ 14.17 %
2025/09/30 CNI CANADIAN NATL RY CO 0.42% 1.541 M $ 16343 2017/12/31 -174.755 K $ -9.37 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.41% 1.534 M $ 3074 2019/06/30 115.243 K $ 7.79 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.41% 1.508 M $ 2 2025/03/31 50.800 K $ 3.49 %
2025/09/30 FDX FEDEX CORP 0.39% 1.438 M $ 6100 2019/06/30 51.850 K $ 3.74 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.38% 1.393 M $ 4939 2019/06/30 -62.368 K $ -4.28 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.37% 1.385 M $ 12603 2020/06/30 54.570 K $ 4.10 %
2025/09/30 VNQ VANGUARD INDEX FDS 0.37% 1.378 M $ 15082 2017/12/31 36.211 K $ 2.65 %
2025/09/30 AZN ASTRAZENECA PLC 0.37% 1.373 M $ 17901 2017/12/31 122.176 K $ 9.79 %
2025/09/30 TGS TRANSPORTADORA DE GAS SUR 0.37% 1.356 M $ 64494 2022/09/30 -314.202 K $ -18.80 %
2025/09/30 GRMN GARMIN LTD 0.35% 1.313 M $ 5336 2022/12/31 200.212 K $ 17.97 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.33% 1.231 M $ 18370 2017/12/31 -133.366 K $ -9.77 %
2025/09/30 DIS DISNEY WALT CO 0.33% 1.209 M $ 10567 2017/12/31 -100.492 K $ -7.67 %
2025/09/30 IX ORIX CORP 0.33% 1.208 M $ 46281 2020/06/30 164.289 K $ 16.00 %
2025/09/30 FI FISERV INC 0.33% 1.206 M $ 9358 2019/06/30 -409.494 K $ -25.23 %
2025/09/30 RSG REPUBLIC SVCS INC 0.32% 1.196 M $ 5215 2019/06/30 -89.332 K $ -6.95 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.31% 1.157 M $ 5745 2019/06/30 -100.452 K $ -7.83 %
2025/09/30 ORCL ORACLE CORP 0.31% 1.156 M $ 4113 2019/06/30 257.514 K $ 28.64 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.30% 1.112 M $ 4267 2019/06/30 57.647 K $ 5.46 %
2025/09/30 TRI THOMSON REUTERS CORP 0.30% 1.098 M $ 7074 2023/06/30 -323.989 K $ -22.78 %
2025/09/30 BVN COMPANIA DE MINAS BUENAVENTU 0.29% 1.093 M $ 44927 2025/06/30 348.870 K $ 48.19 %
2025/09/30 RWO SPDR INDEX SHS FDS 0.29% 1.063 M $ 23237 2017/12/31 37.876 K $ 3.70 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.28% 1.053 M $ 6854 2019/06/30 -38.862 K $ -3.56 %
2025/09/30 SRE SEMPRA 0.28% 1.041 M $ 11572 2019/06/30 162.136 K $ 18.77 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.28% 1.021 M $ 16344 2017/12/31 -83.848 K $ -7.37 %
2025/09/30 RZV INVESCO EXCHANGE TRADED FD T 0.27% 1.011 M $ 8567 2021/09/30 113.684 K $ 12.67 %
2025/09/30 NGG NATIONAL GRID PLC 0.27% 999.000 K $ 13759 2019/06/30 -22.454 K $ -2.34 %
2025/09/30 CAT CATERPILLAR INC 0.26% 952.000 K $ 1996 2020/12/31 177.524 K $ 22.94 %
2025/09/30 AU ANGLOGOLD ASHANTI PLC 0.26% 951.000 K $ 13529 2024/06/30 335.275 K $ 54.34 %
2025/09/30 UNP UNION PAC CORP 0.25% 922.000 K $ 3901 2019/06/30 24.537 K $ 2.74 %
2025/09/30 KOF COCA-COLA FEMSA SAB DE CV 0.24% 894.000 K $ 10765 2021/12/31 -146.726 K $ -14.09 %
2025/09/30 HSBC HSBC HLDGS PLC 0.24% 874.000 K $ 12322 2023/06/30 125.703 K $ 16.78 %
2025/09/30 SONY SONY GROUP CORP 0.23% 855.000 K $ 29715 2023/12/31 80.224 K $ 10.61 %
2025/09/30 KO COCA COLA CO 0.22% 833.000 K $ 12561 2017/12/31 -55.667 K $ -6.26 %
2025/09/30 ATAT ATOUR LIFESTYLE HLDGS LTD 0.22% 812.000 K $ 21612 2024/09/30 109.900 K $ 15.63 %
2025/09/30 WIT WIPRO LTD 0.21% 796.000 K $ 302890 2019/06/30 -118.198 K $ -12.92 %
2025/09/30 TCOM TRIP COM GROUP LTD 0.21% 783.000 K $ 10415 2023/12/31 102.390 K $ 28.28 %
2025/09/30 DHI D R HORTON INC 0.21% 778.000 K $ 4595 2019/09/30 186.327 K $ 31.47 %
2025/09/30 META META PLATFORMS INC 0.21% 777.000 K $ 1059 2019/06/30 -3.928 K $ -0.50 %
2025/09/30 BIDU BAIDU INC 0.21% 776.000 K $ 5895 2024/09/30 258.714 K $ 53.68 %
2025/09/30 CVS CVS HEALTH CORP 0.21% 776.000 K $ 10304 2017/12/31 66.125 K $ 9.30 %
2025/09/30 LOGI LOGITECH INTL S A 0.21% 771.000 K $ 7034 2022/12/31 134.367 K $ 21.71 %