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
$290M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.4M
3
+$8.87M
4
QCOM icon
Qualcomm
QCOM
+$3.74M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.56M

Top Sells

1
+$5.76M
2
+$915K
3
+$563K
4
CVX icon
Chevron
CVX
+$419K
5
MRSH
Marsh
MRSH
+$254K

Sector Composition

1 Technology 32.33%
2 Healthcare 27.09%
3 Financials 17.37%
4 Communication Services 13.2%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$836K 0.29%
14,583
+2,871
27
$740K 0.25%
10,149
-12,545
28
$735K 0.25%
7,370
29
$725K 0.25%
+27,000
30
$723K 0.25%
12,395
+7,069
31
$687K 0.24%
47,953
+8,899
32
$651K 0.22%
17,387
33
$616K 0.21%
59,799
34
$607K 0.21%
10,992
35
$575K 0.2%
5,500
36
$573K 0.2%
10,000
37
$505K 0.17%
5,895
+2,119
38
$499K 0.17%
5,699
+3,307
39
$495K 0.17%
21,308
+4,228
40
$492K 0.17%
18,412
+3,543
41
$489K 0.17%
8,720
-572
42
$469K 0.16%
4,814
-710
43
$468K 0.16%
15,508
-1,200
44
$444K 0.15%
7,736
+4,396
45
$435K 0.15%
19,268
-1,040
46
$385K 0.13%
4,776
+2,462
47
$363K 0.13%
+4,091
48
$317K 0.11%
8,100
49
$293K 0.1%
15,000
50
$285K 0.1%
10,730
+6,130
1
2
3 4