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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
% of AUM
99.85%
Top 10 Holdings %
Top 10 Hldgs %
65.49%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$15.8M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$10.3M |
| 3 |
Microsoft
MSFT
|
+$10.1M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.1T
| $16M | 13.86% |
+143,165
| New | +$15.8M |
|
|
2
Microsoft
MSFT
$3.45T
| $10.7M | 9.23% |
+309,236
| New | +$10.1M |
|
|
3
Alphabet (Google) Class C
GOOG
$4.36T
| $10.7M | 9.22% |
+486,135
| New | +$10.3M |
|
|
4
CVS Health
CVS
$133B
| $7.68M | 6.64% |
+134,330
| New | +$7.78M |
|
5
UnitedHealth
UNH
$376B
| $5.87M | 5.07% |
+89,585
| New | +$5.57M |
|
|
VAR
6
DELISTED
Varian Medical Systems, Inc.
VAR
| $5.84M | 5.05% |
+98,751
| New | +$5.91M |
|
7
Philip Morris
PM
$297B
| $5.14M | 4.45% |
+59,340
| New | +$5.51M |
|
8
Vermilion Energy
VET
$1.82B
| $4.86M | 4.21% |
+99,490
| New | +$4.95M |
|
9
Citigroup
C
$222B
| $4.62M | 4% |
+96,350
| New | +$4.63M |
|
10
Jefferies Financial Group
JEF
$12.6B
| $4.35M | 3.76% |
+185,354
| New | +$4.87M |
|
11
Altria Group
MO
$114B
| $3.67M | 3.18% |
+105,000
| New | +$3.77M |
|
12
ExxonMobil
XOM
$644B
| $3.24M | 2.8% |
+35,815
| New | +$3.22M |
|
13
United Parcel Service
UPS
$88.6B
| $3.19M | 2.76% |
+36,870
| New | +$3.16M |
|
14
Brookfield
BN
$104B
| $3.16M | 2.74% |
+375,368
| New | +$3.21M |
|
|
PX
15
DELISTED
Praxair Inc
PX
| $2.97M | 2.57% |
+25,800
| New | +$2.94M |
|
16
Waters Corp
WAT
$37B
| $2.64M | 2.29% |
+26,420
| New | +$2.53M |
|
17
BP
BP
$116B
| $2.43M | 2.1% |
+71,061
| New | +$2.47M |
|
18
Northern Trust
NTRS
$33.3B
| $2.11M | 1.82% |
+36,400
| New | +$2.03M |
|
19
Thomson Reuters
TRI
$42.8B
| $1.82M | 1.58% |
+48,174
| New | +$1.86M |
|
|
MRSH
20
Marsh
MRSH
$90.5B
| $1.78M | 1.54% |
+44,500
| New | +$1.74M |
|
21
SLB Ltd
SLB
$73.6B
| $1.25M | 1.09% |
+17,520
| New | +$1.3M |
|
|
LO
22
DELISTED
LORILLARD INC COM STK
LO
| $1.18M | 1.02% |
+27,000
| New | +$1.15M |
|
23
Labcorp
LH
$25B
| $976K | 0.84% |
+11,349
| New | +$942K |
|
24
Procter & Gamble
PG
$336B
| $824K | 0.71% |
+10,700
| New | +$840K |
|
25
Vodafone
VOD
$36.3B
| $787K | 0.68% |
+26,879
| New | +$802K |
|
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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.