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
$216M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.24M
3
+$1.57M
4
MSFT icon
Microsoft
MSFT
+$1.36M
5
CVS icon
CVS Health
CVS
+$1.2M

Top Sells

1
+$1.1M
2
+$608K
3
+$424K
4
UNH icon
UnitedHealth
UNH
+$274K
5
ORCL icon
Oracle
ORCL
+$210K

Sector Composition

1 Technology 27.53%
2 Healthcare 18.92%
3 Financials 16.74%
4 Communication Services 15.4%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$595K 0.28%
7,025
27
$494K 0.23%
6,930
28
$461K 0.21%
3,057
29
$407K 0.19%
7,409
30
$400K 0.19%
8,830
31
$360K 0.17%
3,400
-4,000
32
$347K 0.16%
2,860
33
$222K 0.1%
4,695
34
$201K 0.09%
8,400
35
$188K 0.09%
3,030
36
$159K 0.07%
1,093
37
$144K 0.07%
4,321
38
$134K 0.06%
4,100
39
$96K 0.04%
861
40
$14K 0.01%
108
41
$8K ﹤0.01%
145
42
– –
-1,200
43
– –
-865
44
– –
-2,400
45
– –
-800
46
– –
-258
1
2