VAM

Veritas Asset Management Portfolio holdings

AUM $9.36B
1-Year Est. Return 3.55%
This Quarter Est. Return
1 Year Est. Return
+3.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.99B
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$327M
2
+$161M
3
+$105M
4
PFE icon
Pfizer
PFE
+$54.7M
5
WELL icon
Welltower
WELL
+$29.7M

Top Sells

1
+$495M
2
+$323M
3
+$62.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.4M
5
BAX icon
Baxter International
BAX
+$16.9M

Sector Composition

1 Healthcare 32.08%
2 Technology 26.29%
3 Communication Services 25.36%
4 Financials 5.75%
5 Energy 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.57M 0.07%
210,000
+60,000
27
$5.04M 0.06%
135,280
-628,200
28
$5.02M 0.06%
81,800
29
$3.98M 0.05%
98,600
-12,255,001
30
$3.08M 0.04%
50,000
31
$1.44M 0.02%
50,000
32
– –
-150,000
33
– –
-20,000
34
– –
-2,944,300
1
2