VIMU

Veritas Investment Management (UK) Portfolio holdings

AUM $648M
1-Year Est. Return 36.52%
This Quarter Est. Return
1 Year Est. Return
+36.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$648M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.9M
3
+$5.57M

Top Sells

1
+$10.7M
2
+$10.4M
3
+$7.57M
4
TMO icon
Thermo Fisher Scientific
TMO
+$6.94M
5
APH icon
Amphenol
APH
+$6.38M

Sector Composition

1 Technology 35.56%
2 Healthcare 23.61%
3 Consumer Discretionary 14.57%
4 Financials 10.85%
5 Materials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$393B
$556K 0.09%
12,500
HCA icon
27
HCA Healthcare
HCA
$105B
$411K 0.06%
1,600
BN icon
28
Brookfield
BN
$103B
$330K 0.05%
5,351
MDT icon
29
Medtronic
MDT
$116B
$182K 0.03%
1,761
MO icon
30
Altria Group
MO
$95.1B
$71K 0.01%
1,500
JPM icon
31
JPMorgan Chase
JPM
$842B
$60K 0.01%
380
CB icon
32
Chubb
CB
$110B
$21K ﹤0.01%
108
WFC icon
33
Wells Fargo
WFC
$274B
$17K ﹤0.01%
350
BBU
34
Brookfield Business Partners
BBU
$3.08B
$3K ﹤0.01%
89
CSCO icon
35
Cisco
CSCO
$293B
– –
-4,300
CVS icon
36
CVS Health
CVS
$99.6B
– –
-4,750
DIS icon
37
Walt Disney
DIS
$202B
– –
-2,234
MCO icon
38
Moody's
MCO
$86.7B
– –
-795
T icon
39
AT&T
T
$174B
– –
-12,909
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