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
$137M
AUM Growth
-$93K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$732K
3
+$601K
4
UNH icon
UnitedHealth
UNH
+$115K
5
BAX icon
Baxter International
BAX
+$72K

Top Sells

1
+$10.7M
2
+$5.22M
3
+$1.97M
4
IBM icon
IBM
IBM
+$595K
5
MO icon
Altria Group
MO
+$505K

Sector Composition

1 Financials 21.44%
2 Healthcare 15.2%
3 Technology 13.91%
4 Communication Services 13.74%
5 Energy 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 12.1%
133,000
-590
2
$16M 11.64%
343,581
-112,201
3
$12.5M 9.13%
305,906
-11,900
4
$10.4M 7.6%
127,280
+1,400
5
$8.04M 5.85%
18,477
6
$5.98M 4.35%
125,640
-3,900
7
$5.37M 3.91%
71,710
-4,250
8
$5.26M 3.83%
66,715
-1,350
9
$4M 2.91%
59,630
-29,370
10
$3.6M 2.62%
57,977
-172,050
11
$3.59M 2.61%
43,825
-6,120
12
$3.5M 2.55%
35,815
13
$3.06M 2.23%
23,370
-3,500
14
$3.01M 2.19%
27,750
+6,750
15
$2.98M 2.17%
30,620
16
$2.72M 1.98%
41,500
-4,000
17
$2.7M 1.96%
58,384
-3,156
18
$2.56M 1.86%
26,220
-2,000
19
$2.46M 1.79%
62,454
20
$2.28M 1.66%
44,800
+19,760
21
$1.46M 1.06%
27,000
22
$1.23M 0.89%
16,672
-4,106
23
$1.08M 0.79%
28,900
-13,500
24
$1.01M 0.74%
10,348
-1,630
25
$862K 0.63%
10,700
1
2 3