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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
-10.74%
1 Year Est. Return
+36.52%
3 Year Est. Return
+151.05%
5 Year Est. Return
+218.12%
10 Year Est. Return
–
AUM
$306M
AUM Growth
-$56.5M
Cap. Flow
-$13M
Cap. Flow %
-4.25%
Top 10 Hldgs %
71.25%
Holding
35
New
–
Increased
5
Reduced
20
Closed
–

Top Buys

Rank Stock Value
1
FNV icon
Franco-Nevada
FNV
+$642K
2
AMZN icon
Amazon
AMZN
+$258K
3
CERN
Cerner Corp
CERN
+$216K
4
FISV
Fiserv Inc
FISV
+$113K

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.77M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.53M
3
UNH icon
UnitedHealth
UNH
+$1.79M
4
TMO icon
Thermo Fisher Scientific
TMO
+$1.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 29.95%
2 Healthcare 27.07%
3 Financials 15.28%
4 Materials 9.37%
5 Communication Services 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSBR icon
26
Champions Oncology
CSBR
$71.1M
$16K 0.01%
2,083
– –
CB icon
27
Chubb
CB
$134B
$14K ﹤0.01%
108
– –
BBU
28
DELISTED
Brookfield Business Partners
BBU
$2K ﹤0.01%
89
– –
BPY
29
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$2K ﹤0.01%
110
-258
-70% -$4.71K
1
2

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Veritas Investment Management (UK)'s Q4 2018 Portfolio in Review

As of Q4 2018, Veritas Investment Management (UK) held 35 positions worth $306M, down 16% from $363M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Veritas Investment Management (UK) withdrew a net $13M in Q4 2018, reducing 20 holdings. Its largest reduction was Alphabet (Google) Class A, cutting an estimated $2.77M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Veritas Investment Management (UK) added an estimated $642K to Franco-Nevada.

  • Veritas Investment Management (UK) added most to Franco-Nevada in Q4 2018, an estimated $642K increase.
  • Veritas Investment Management (UK)'s biggest Q4 2018 reduction was Alphabet (Google) Class A, cutting an estimated $2.77M.
  • Veritas Investment Management (UK)'s ten largest holdings make up 71% of its $306M portfolio in Q4 2018.
  • Veritas Investment Management (UK) opened 0 new positions and closed 0 in Q4 2018.
  • Veritas Investment Management (UK)'s portfolio value fell 16% quarter-over-quarter to $306M.

Based on Veritas Investment Management (UK)'s 13F filing for Q4 2018, filed 1 Feb 2019.