Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 01-26-2024 | 12-31-2023 | 173 | 290,783,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCKESSON CORP | COM | 51 | $2,312,000 | 4,993 | 0.80 | 1.05 | 1 | 0.02 | 12-31-2023 |
| WALMART INC | COM | 52 | $2,308,000 | 14,642 | 0.79 | 1.13 | 33 | 0.23 | 12-31-2023 |
| MASTERCARD INCORPORATED | CL A | 53 | $2,202,000 | 5,162 | 0.76 | 0.99 | 0 | 0.00 | 12-31-2023 |
| TJX COS INC NEW | COM | 54 | $2,191,000 | 23,358 | 0.75 | 1.01 | 0 | 0.00 | 12-31-2023 |
