S
SimplyRich Portfolio holdings
AUM
$371M
1-Year Est. Return
16.79%
1 Year Est. Return
+16.79%
AUM
$371M
AUM Growth
+$11.7M
(+3.3%)
Holding
223
Top Buys
| 1 | +$435K | |
| 2 | +$366K | |
| 3 | +$345K | |
| 4 |
Trip.com Group
TCOM
|
+$318K |
| 5 |
Valero Energy
VLO
|
+$244K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$1.17M | |
| 3 | +$1.13M | |
| 4 |
ABB
ABB Ltd
ABB
|
+$1.08M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$788K |
Sector Composition
| 1 | Technology | 22.11% |
| 2 | Communication Services | 13.89% |
| 3 | Financials | 10.52% |
| 4 | Consumer Discretionary | 8.66% |
| 5 | Healthcare | 8.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Amcor
AMCR
$19.4B
| – | – |
-52,188
|
|
||
202
Ball Corp
BALL
$13B
| – | – |
-4,759
|
|
||
203
Moody's
MCO
$87B
| – | – |
-400
|
|
||
204
Verisk Analytics
VRSK
$31.3B
| – | – |
-761
|
|
||
|
ABB
205
DELISTED
ABB Ltd
ABB
| – | – |
-18,073
|
|
||
|
BF
206
DELISTED
BASF AKTIENGESELLT ADS(RP1 ORD
BF
| – | – |
-27,200
|
|
||
|
NTT
207
DELISTED
Nippon Telegraph & Telephone
NTT
| – | – |
-43,611
|
|
||
208
AB InBev
BUD
$120B
| – | – |
-3,397
|
|
||
209
Fortinet
FTNT
$61.7B
| – | – |
-3,392
|
|