S
SimplyRich Portfolio holdings
AUM
$371M
1-Year Est. Return
16.79%
1 Year Est. Return
+16.79%
AUM
$359M
AUM Growth
+$13.3M
(+3.8%)
Holding
224
Top Buys
| 1 | +$724K | |
| 2 | +$663K | |
| 3 | +$461K | |
| 4 |
Novo Nordisk
NVO
|
+$400K |
| 5 |
Petrobras Class A
PBR.A
|
+$320K |
Top Sells
| 1 | +$534K | |
| 2 | +$447K | |
| 3 | +$303K | |
| 4 |
Infosys
INFY
|
+$282K |
| 5 |
Linde
LIN
|
+$279K |
Sector Composition
| 1 | Technology | 20.95% |
| 2 | Communication Services | 11.25% |
| 3 | Financials | 10.8% |
| 4 | Healthcare | 9.15% |
| 5 | Consumer Discretionary | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Archer Daniels Midland
ADM
$31.3B
| – | – |
-5,727
|
|
||
202
Air Products & Chemicals
APD
$59.5B
| – | – |
-833
|
|
||
203
Aptiv
APTV
$17B
| – | – |
-5,103
|
|
||
204
Everest Group
EG
$13.4B
| – | – |
-755
|
|
||
205
Expeditors International
EXPD
$21.8B
| – | – |
-1,743
|
|
||
206
iQIYI
IQ
$1.87B
| – | – |
-198,041
|
|
||
207
Rio Tinto
RIO
$138B
| – | – |
-8,899
|
|
||
208
Thermo Fisher Scientific
TMO
$232B
| – | – |
-497
|
|
||
209
Vale
VALE
$62.4B
| – | – |
-22,719
|
|
||
210
ZTO Express
ZTO
$17.6B
| – | – |
-11,308
|
|