VIM

Veritas Investment Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 25.54%
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$4.58M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.41M
5
QCOM icon
Qualcomm
QCOM
+$1.28M

Top Sells

1
+$1.46M
2
+$1.38M
3
+$669K
4
RAI
Reynolds American Inc
RAI
+$668K
5
T icon
AT&T
T
+$530K

Sector Composition

1 Technology 33.05%
2 Healthcare 22.43%
3 Financials 19.27%
4 Communication Services 13.02%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$650K 0.25%
11,712
+1,215
27
$614K 0.24%
17,387
28
$596K 0.23%
10,992
29
$577K 0.22%
5,524
+1,814
30
$572K 0.22%
39,866
31
$563K 0.22%
22,454
-54,862
32
$556K 0.22%
39,054
-16,500
33
$540K 0.21%
5,500
34
$500K 0.19%
4,200
35
$481K 0.19%
9,292
36
$459K 0.18%
10,000
-4,600
37
$446K 0.17%
16,708
-25,030
38
$415K 0.16%
20,308
-10,800
39
$394K 0.15%
14,869
-19,984
40
$327K 0.13%
17,080
41
$302K 0.12%
3,776
+2,796
42
$295K 0.11%
8,100
43
$289K 0.11%
5,326
-5,378
44
$270K 0.11%
5,810
-2,000
45
$258K 0.1%
2,640
46
$257K 0.1%
15,000
47
$237K 0.09%
8,643
48
$234K 0.09%
3,500
49
$231K 0.09%
1,255
50
$226K 0.09%
3,669
1
2
3