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
$10.8B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$359M
3
+$198M
4
META icon
Meta Platforms (Facebook)
META
+$194M
5
COO icon
Cooper Companies
COO
+$140M

Top Sells

1
+$409M
2
+$321M
3
+$154M
4
UNH icon
UnitedHealth
UNH
+$94.9M
5
TMO icon
Thermo Fisher Scientific
TMO
+$48.8M

Sector Composition

1 Healthcare 37.65%
2 Communication Services 26.9%
3 Technology 13.77%
4 Financials 9.36%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$859K 0.01%
+30,000
27
– –
-10,000
28
– –
-339,079
29
– –
-1,648,651
30
– –
-1,789,487
1
2