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
$354M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$8.77M
3
+$4.92M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.8M
5
SLB icon
SLB Ltd
SLB
+$4.07M

Top Sells

1
+$5.38M
2
+$2.42M
3
+$520K
4
MO icon
Altria Group
MO
+$345K
5
KO icon
Coca-Cola
KO
+$341K

Sector Composition

1 Healthcare 29.69%
2 Technology 23.4%
3 Communication Services 18.66%
4 Financials 14.17%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$841K 0.24%
+9,000
27
$730K 0.21%
17,387
28
$628K 0.18%
11,835
+1,635
29
$556K 0.16%
17,724
30
$556K 0.16%
10,845
31
$534K 0.15%
8,514
32
$531K 0.15%
4,651
33
$520K 0.15%
+11,616
34
$514K 0.15%
6,450
-30,400
35
$471K 0.13%
6,065
-3,267
36
$461K 0.13%
30,674
37
$455K 0.13%
4,961
-2,778
38
$365K 0.1%
9,778
-2,730
39
$355K 0.1%
6,175
40
$349K 0.1%
30,400
41
$294K 0.08%
2,919
-2,840
42
$285K 0.08%
7,680
43
$271K 0.08%
3,724
44
$262K 0.07%
5,810
45
$244K 0.07%
8,700
+6,200
46
$229K 0.06%
23,441
+14,798
47
$220K 0.06%
2,640
48
$203K 0.06%
6,272
49
$195K 0.06%
1,255
50
$195K 0.06%
417
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