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VIMU
Veritas Investment Management (UK) Portfolio holdings
AUM
$648M
1-Year Est. Return
36.52%
This Fund
S&P 500
This Quarter
Est. Return
+4.8%
1 Year Est. Return
+36.52%
3 Year Est. Return
+151.05%
5 Year Est. Return
+218.12%
10 Year Est. Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
99.85%
Top 10 Holdings %
Top 10 Hldgs %
65.49%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$15.8M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$10.3M |
| 3 |
Microsoft
MSFT
|
+$10.1M |
| 4 |
CVS Health
CVS
|
+$7.78M |
| 5 |
VAR
Varian Medical Systems, Inc.
VAR
|
+$5.91M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 28.16% |
| 2 | Healthcare | 15.57% |
| 3 | Energy | 11.55% |
| 4 | Consumer Staples | 11.15% |
| 5 | Communication Services | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Carnival Corporation Ltd
CCL
$38.4B
| $778K | 0.67% |
+22,700
| New | +$769K |
|
27
Halliburton
HAL
$27.9B
| $772K | 0.67% |
+18,500
| New | +$773K |
|
28
PepsiCo
PEP
$188B
| $671K | 0.58% |
+8,200
| New | +$670K |
|
29
Diageo
DEO
$53.7B
| $613K | 0.53% |
+5,335
| New | +$645K |
|
30
IBM
IBM
$222B
| $591K | 0.51% |
+3,232
| New | +$629K |
|
31
GE Aerospace
GE
$380B
| $475K | 0.41% |
+4,278
| New | +$474K |
|
32
Merck
MRK
$323B
| $441K | 0.38% |
+9,956
| New | +$445K |
|
|
RDS.A
33
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $433K | 0.37% |
+7,259
| New | +$449K |
|
34
Coca-Cola
KO
$376B
| $402K | 0.35% |
+10,030
| New | +$415K |
|
35
General Mills
GIS
$19.8B
| $388K | 0.34% |
+8,000
| New | +$393K |
|
36
Johnson & Johnson
JNJ
$628B
| $246K | 0.21% |
+2,860
| New | +$243K |
|
|
PTR
37
DELISTED
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
| $234K | 0.2% |
+2,110
| New | +$255K |
|
38
Scotiabank
BNS
$108B
| $214K | 0.19% |
+4,305
| New | +$226K |
|
39
iShares Core S&P 500 ETF
IVV
$904B
| $201K | 0.17% |
+1,250
| New | +$202K |
|
40
JPMorgan Chase
JPM
$951B
| $179K | 0.15% |
+3,385
| New | +$172K |
|
41
iShares Europe ETF
IEV
$1.7B
| $178K | 0.15% |
+4,600
| New | +$189K |
|
42
iShares China Large-Cap ETF
FXI
$4.34B
| $146K | 0.13% |
+4,500
| New | +$162K |
|
43
Pfizer
PFE
$155B
| $146K | 0.13% |
+5,481
| New | +$151K |
|
44
Intel
INTC
$504B
| $140K | 0.12% |
+5,800
| New | +$137K |
|
45
Ovintiv
OVV
$17.5B
| $135K | 0.12% |
+1,600
| New | +$148K |
|
46
HSBC
HSBC
$354B
| $107K | 0.09% |
+2,384
| New | +$112K |
|
47
Tanger
SKT
$4.42B
| $77K | 0.07% |
+2,300
| New | +$82.8K |
|
|
BID
48
DELISTED
Sotheby's
BID
| $68K | 0.06% |
+1,800
| New | +$65.6K |
|
49
iShares US Oil Equipment & Services ETF
IEZ
$380M
| $57K | 0.05% |
+1,000
| New | +$57.2K |
|
|
B
50
Barrick Mining
B
$67.8B
| $55K | 0.05% |
+3,500
| New | +$70.9K |
|
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Veritas Investment Management (UK)'s Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Veritas Investment Management (UK), which disclosed 57 positions worth $116M. Its ten largest holdings account for 65% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 143,165 shares worth $16M.
By sector, the portfolio is most concentrated in Financials at 28% of assets, followed by Healthcare and Energy.
- Veritas Investment Management (UK)'s largest Q2 2013 buy was Berkshire Hathaway Class B: 143,165 shares worth $16M.
- Veritas Investment Management (UK)'s ten largest holdings make up 65% of its $116M portfolio in Q2 2013.
- Veritas Investment Management (UK) disclosed 57 positions in Q2 2013, its first 13F filing on record.
Based on Veritas Investment Management (UK)'s 13F filing for Q2 2013, filed 14 Aug 2013.