Lester Murray Antman Dba Simplyrich 13F annual report
By Mia Tucker
Lester Murray Antman Dba Simplyrich is an investment fund managing more than $291 million ran by Cindi Hill. There are currently 164 companies in Mrs. Hill’s portfolio. The largest investments include Apple Inc and Ishares Tr, together worth $58.4 million.
Limited to 30 biggest holdings
$291 million Assets Under Management (AUM)
As of 19th January 2024, Lester Murray Antman Dba Simplyrich’s top holding is 110,574 shares of Apple Inc currently worth over $21.3 million and making up 7.3% of the portfolio value.Relative to the number of outstanding shares of Apple Inc, Lester Murray Antman Dba Simplyrich owns more than approximately 0.1% of the company.In addition, the fund holds 732,008 shares of Ishares Tr worth $37.1 million. The third-largest holding is Alphabet Inc worth $22.7 million and the next is Ishares Inc worth $15 million, with 258,275 shares owned.
Currently, Lester Murray Antman Dba Simplyrich's portfolio is worth at least $291 million. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Lester Murray Antman Dba Simplyrich
The Lester Murray Antman Dba Simplyrich office and employees reside in Carlsbad, California. According to the last 13-F report filed with the SEC, Cindi Hill serves as the Filing Agent at Lester Murray Antman Dba Simplyrich.
