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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 %
99.85%
Top 10 Hldgs %
65.49%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.8M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.3M
3
MSFT icon
Microsoft
MSFT
+$10.1M
4
CVS icon
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
CRR
51
DELISTED
Carbo Ceramics Inc.
CRR
$53K 0.05%
+800
New +$59.3K
SDRL
52
DELISTED
Seadrill Limited Common Stock
SDRL
$26K 0.02%
+2
New +$20.8K
NEM icon
53
Newmont
NEM
$124B
$18K 0.02%
+600
New +$20.1K
CB
54
DELISTED
CHUBB CORPORATION
CB
$15K 0.01%
+180
New +$15.8K
ANF icon
55
Abercrombie & Fitch
ANF
$5.27B
$5K ﹤0.01%
+110
New +$5.42K
BAC icon
56
Bank of America
BAC
$447B
$5K ﹤0.01%
+425
New +$5.42K
BPY
57
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$5K ﹤0.01%
+213
New +$4.62K
1 2
3

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AC
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SIM
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CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
BCA
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QCM
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VMV
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NG
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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.