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
$216M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.24M
3
+$1.57M
4
MSFT icon
Microsoft
MSFT
+$1.36M
5
CVS icon
CVS Health
CVS
+$1.2M

Top Sells

1
+$1.1M
2
+$608K
3
+$424K
4
UNH icon
UnitedHealth
UNH
+$274K
5
ORCL icon
Oracle
ORCL
+$210K

Sector Composition

1 Technology 27.53%
2 Healthcare 18.92%
3 Financials 16.74%
4 Communication Services 15.4%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 9.04%
138,013
-1,939
2
$19.2M 8.91%
132,664
+6,200
3
$18.5M 8.58%
361,576
+26,660
4
$16.3M 7.58%
170,639
+12,545
5
$15.3M 7.1%
469,790
-18,650
6
$14.6M 6.76%
555,737
+29,735
7
$13.4M 6.21%
234,085
+5,675
8
$12.4M 5.74%
302,412
-5,138
9
$11.5M 5.35%
145,801
+19,805
10
$11.1M 5.16%
126,362
+25,420
11
$10.7M 4.97%
109,124
-11,195
12
$9.58M 4.44%
276,720
+15,020
13
$8.29M 3.85%
235,820
+740
14
$6.21M 2.88%
71,235
+4,085
15
$4.61M 2.14%
+49,155
16
$3.97M 1.84%
28,225
+1,400
17
$2.85M 1.32%
39,505
+4,356
18
$2.79M 1.3%
27,470
-150
19
$2.23M 1.03%
74,590
+5,384
20
$1.98M 0.92%
17,879
+3,734
21
$1.64M 0.76%
17,515
22
$1.58M 0.73%
14,640
23
$1.32M 0.61%
19,200
-350
24
$999K 0.46%
25,000
25
$729K 0.34%
11,000
1
2