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
$137M
AUM Growth
-$93K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$732K
3
+$601K
4
UNH icon
UnitedHealth
UNH
+$115K
5
BAX icon
Baxter International
BAX
+$72K

Top Sells

1
+$10.7M
2
+$5.22M
3
+$1.97M
4
IBM icon
IBM
IBM
+$595K
5
MO icon
Altria Group
MO
+$505K

Sector Composition

1 Financials 21.44%
2 Healthcare 15.2%
3 Technology 13.91%
4 Communication Services 13.74%
5 Energy 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$718K 0.52%
12,200
27
$685K 0.5%
8,200
28
$601K 0.44%
+19,920
29
– –
-3,232
30
$539K 0.39%
9,956
31
$440K 0.32%
3,547
32
$426K 0.31%
11,030
33
$415K 0.3%
8,000
34
$281K 0.2%
2,860
35
$208K 0.15%
1,670
-2,685
36
$206K 0.15%
3,385
37
$186K 0.14%
5,214
38
– –
0
39
– –
-6,000
40
$157K 0.11%
5,165
41
$108K 0.08%
800
42
$106K 0.08%
4,100
43
$89K 0.06%
2,036
44
$82K 0.06%
4,700
45
$81K 0.06%
2,300
46
$72K 0.05%
+24,244
47
$58K 0.04%
800
-1,050
48
$50K 0.04%
2,800
49
$35K 0.03%
695
50
$22K 0.02%
2
1
2
3