VIMU
Veritas Investment Management (UK) Portfolio holdings
AUM
$648M
1-Year Return
36.52%
This Quarter Return
+12.63%
1 Year Return
+36.52%
3 Year Return
+151.05%
5 Year Return
+218.12%
10 Year Return
–
AUM
$519M
AUM Growth
+$74M
(+17%)
Cap. Flow
+$19.7M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
62.44%
Holding
34
New
–
Increased
13
Reduced
9
Closed
–
Top Buys
| 1 |
Marsh & McLennan
MMC
|
+$5M |
| 2 |
Tractor Supply
TSCO
|
+$4.34M |
| 3 |
Franco-Nevada
FNV
|
+$2.05M |
| 4 |
Mastercard
MA
|
+$1.55M |
| 5 |
UnitedHealth
UNH
|
+$1.34M |
Top Sells
| 1 |
Align Technology
ALGN
|
+$5.76M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$3.08M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$1.44M |
| 4 |
TSMC
TSM
|
+$1.13M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$688K |
Sector Composition
| 1 | Technology | 31.19% |
| 2 | Healthcare | 24.45% |
| 3 | Consumer Discretionary | 12.31% |
| 4 | Financials | 11.55% |
| 5 | Materials | 5.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Altria Group
MO
$112B
| $62K | 0.01% |
1,500
| – | – |
|
27
JPMorgan Chase
JPM
$844B
| $48K | 0.01% |
380
| – | – |
|
28
Chubb
CB
$111B
| $17K | ﹤0.01% |
108
| – | – |
|
29
Wells Fargo
WFC
$261B
| $11K | ﹤0.01% |
350
| – | – |
|
|
BBU
30
Brookfield Business Partners
BBU
$2.4B
| $3K | ﹤0.01% |
89
| – | – |
|