Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
13
1
0
0
0
0
15
0
1
LESTER MURRAY ANTMAN DBA SIMPLYRICH

Time Period2018-12-31

Total Holdings74

Total Value ($x1000)108,806
Activities
New0

Increased10

Unchanged32

Decreased32

Sold Out85

Top 10 Stock Holdingstotal 42.7%
EFAV7.44

EEMV7.22

USMV7.21

AAPL4.11

UNH3.59

 
V2.95

HD2.73

RSP2.56

MSFT2.47

CI2.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
EFAV
7.44%
EAFE MIN VOL ETF
EEMV
7.22%
EM MK MINVOL ETF
USMV
7.21%
USA MIN VOL ETF
AAPL
4.11%
COM
UNH
3.59%
COM
V
2.95%
COM CL A
HD
2.73%
COM
RSP
2.56%
GUG S&P500 EQ WT
MSFT
2.47%
COM
CI
2.42%
COM
VNQ
2.14%
REIT ETF
DGS
1.87%
EMG MKTS SMCAP
NVO
1.82%
ADR
NKE
1.78%
CL B
CMCSA
1.75%
CL A
MCD
1.72%
COM
EL
1.71%
CL A
GIB
1.65%
CL A SUB VTG
PYPL
1.48%
COM
RELX
1.44%
SPONSORED ADR
INTC
1.31%
COM
RZV
1.3%
GUG S&P SC600 PV
NVS
1.3%
SPONSORED ADR
WMT
1.24%
COM
CSCO
1.24%
COM
TSM
1.21%
SPONSORED ADR
DRW
1.19%
GLB EX US RL EST
DIS
1.18%
COM DISNEY
CNI
1.12%
COM
LYB
1.05%
SHS - A -
USB
1.03%
COM NEW
DLS
1.02%
INTL SMCAP DIV
NTT
1%
SPONSORED ADR
ACWV
0.96%
CNTRY MIN VL ETF
RWO
0.94%
DJ GLB RL ES ETF
TJX
0.94%
COM
TOT
0.9%
SPONSORED ADR
UL
0.88%
SPON ADR NEW
WPS
0.86%
INTL DEVPPTY ETF
VGIT
0.84%
INT-TERM GOV
SJR
0.82%
CL B CONV
ICE
0.82%
COM
LVMH MOE...
0.79%
ADR
SNP
0.75%
SPON ADR H SHS
UN
0.74%
N Y SHS NEW
CVS
0.67%
COM
ZNGA
0.67%
CL A
WFC
0.65%
COM
PDN
0.62%
EX US SML PORT
SCHP
0.61%
US TIPS ETF
INFY
0.6%
SPONSORED ADR
AZN
0.59%
SPONSORED ADR
T
0.59%
COM
BAM
0.58%
CL A LTD VT SH
CUK
0.57%
ADR
NLY
0.57%
COM
MDLZ
0.56%
CL A
BRIDGEST...
0.54%
ADR
CHA
0.54%
SPON ADR H SHS
KO
0.53%
COM
ABEV
0.51%
SPONSORED ADR
EBAY
0.51%
COM
MU
0.5%
COM
BASF SE...
0.49%
ADR
SIRI
0.47%
COM
ATVI
0.45%
COM
ING
0.43%
SPONSORED ADR
CBS
0.4%
CL B
ABB
0.37%
SPONSORED ADR
KOMATSU ...
0.35%
COM
SCCO
0.32%
COM
ALLIANZ ...
0.31%
ADR
MHG
0.29%
SPONSORED ADR
SUN HUNG...
0.2%
ADR
GOOG
3.84%
CAP STK CL C
GOOGL
2.11%
CAP STK CL A
AMGN
1.09%
COM
ANTM
0.93%
COM
BRK.B
0.86%
CL B NEW
FDX
0.82%
COM
RTN
0.78%
COM NEW
ACN
0.78%
SHS CLASS A
MMM
0.66%
COM
PNC
0.63%
COM
MA
0.63%
CL A
AMZN
0.62%
COM
ESRX
0.61%
COM
TM
0.59%
SP ADR REP2COM
NOC
0.55%
COM
IBA
0.55%
SPON ADR B
SAP
0.54%
SPON ADR
LMT
0.51%
COM
FMS
0.5%
SPONSORED ADR
COF
0.46%
COM
CB
0.43%
COM
FISV
0.43%
COM
UPS
0.43%
CL B
ADP
0.42%
COM
CME
0.42%
COM
UNP
0.41%
COM
RYAAY
0.38%
SPONSORED ADR NE
MCK
0.36%
COM
MTB
0.36%
COM
TGT
0.36%
COM
BRK.A
0.35%
CL A
MSI
0.35%
COM NEW
PEP
0.34%
COM
APTV
0.33%
SHS
PG
0.33%
COM
ITW
0.33%
COM
HCA
0.32%
COM
BUD
0.31%
SPONSORED ADR
IJS
0.31%
SP SMCP600VL ETF
FB
0.3%
CL A
PCAR
0.29%
COM
SPG
0.27%
COM
IBM
0.26%
COM
CCL
0.25%
PAIRED CTF
MMC
0.25%
COM
VZ
0.23%
COM
CHL
0.23%
SPONSORED ADR
SYY
0.23%
COM
EMR
0.22%
COM
RSG
0.21%
COM
HON
0.21%
COM
XOM
0.21%
COM
DEO
0.2%
SPON ADR NEW
MRK
0.19%
COM
GD
0.19%
COM
CHT
0.19%
SPON ADR NEW11
ASML
0.19%
N Y REGISTRY SHS
SLB
0.19%
COM
VIG
0.18%
DIV APP ETF
LSXMK
0.17%
COM C SIRIUSXM
BIIB
0.17%
COM
NUE
0.17%
COM
SRE
0.16%
COM
UTX
0.15%
COM
NJ
0.15%
SPONSORED ADR
EXPE
0.15%
COM NEW
AON
0.14%
SHS CL A
FIS
0.14%
COM
A
0.13%
COM
ASX
0.13%
SPONSORED ADR
CK HUTCH...
0.13%
?
PM
0.13%
COM
SHI
0.13%
SPON ADR H
WY
0.12%
COM
VLO
0.12%
COM
KUBTY
0.12%
ADR
EWEM
0.12%
GUG MSCI EMKT EQ
SI
0.12%
SPONSORED ADR
AKZO NOB...
0.12%
ADR SPONSORED
JNJ
0.12%
COM
ORCL
0.12%
COM
NTR
0.11%
COM
LPL
0.11%
SPONS ADR REP
WIT
0.05%
SPON ADR 1 SH
SID
0.02%
SPONSORED ADR