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
$14.4B
AUM Growth
+$844M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$503M
2
+$426M
3
+$375M
4
MCO icon
Moody's
MCO
+$320M
5
EFX icon
Equifax
EFX
+$266M

Top Sells

1
+$573M
2
+$488M
3
+$407M
4
CHTR icon
Charter Communications
CHTR
+$201M
5
FI icon
Fiserv
FI
+$197M

Sector Composition

1 Healthcare 30.01%
2 Financials 20.59%
3 Communication Services 15.71%
4 Technology 15.5%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.7M 0.1%
103,162
-388
27
$12M 0.08%
136,771
28
$11.6M 0.08%
122,136
29
$11.5M 0.08%
222,825
30
$11.1M 0.08%
113,358
31
$9.88M 0.07%
283,544
32
$7.53M 0.05%
115,295
33
$6.75M 0.05%
420,000
+150,000
34
$5.77M 0.04%
250,000
35
$2.79M 0.02%
46,387
-17,199
36
$2.7M 0.02%
22,341
37
$2.61M 0.02%
150,000
38
$2.23M 0.02%
32,262
-5,889,687
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