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
$148M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.46M
3
+$2.23M
4
UNH icon
UnitedHealth
UNH
+$2.04M
5
SLB icon
SLB Ltd
SLB
+$1.04M

Top Sells

1
+$2.45M
2
+$1.76M
3
+$1.38M
4
BN icon
Brookfield
BN
+$812K
5
XOM icon
Exxon Mobil
XOM
+$666K

Sector Composition

1 Healthcare 22.14%
2 Financials 17.69%
3 Communication Services 15.52%
4 Technology 11.51%
5 Energy 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 11.95%
145,083
+16,740
2
$17.3M 11.65%
126,739
+18,075
3
$15.3M 10.32%
346,326
+19,064
4
$13.6M 9.18%
512,380
+17,024
5
$9.34M 6.31%
310,718
+19,800
6
$6.72M 4.54%
77,948
+12,077
7
$5.95M 4.02%
99,869
+37,445
8
$5.24M 3.53%
+54,895
9
$5.18M 3.5%
49,380
+3,220
10
$4.57M 3.08%
120,227
+16,446
11
$4.35M 2.94%
78,729
-25,066
12
$4.02M 2.71%
31,300
+800
13
$2.99M 2.02%
203,969
-55,303
14
$2.53M 1.71%
75,149
-1,587
15
$2.42M 1.64%
25,020
+7,000
16
$2.16M 1.46%
29,166
+8,803
17
$2.13M 1.44%
21,880
+6,083
18
$2.08M 1.4%
37,600
+5,650
19
$1.96M 1.32%
24,390
-2,920
20
$1.52M 1.03%
18,255
-8,000
21
$1.45M 0.98%
35,040
22
$1.33M 0.9%
17,450
+11,900
23
$817K 0.55%
16,700
-6,100
24
$765K 0.52%
8,200
25
$710K 0.48%
9,075
-825
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