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
$518M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.02M
3
+$1.38M
4
CVS icon
CVS Health
CVS
+$1.25M
5
CTSH icon
Cognizant
CTSH
+$1.16M

Top Sells

1
+$3.85M
2
+$1.34M
3
+$450K
4
WFC icon
Wells Fargo
WFC
+$284K
5
ORCL icon
Oracle
ORCL
+$265K

Sector Composition

1 Technology 29.43%
2 Healthcare 27.68%
3 Communication Services 21.05%
4 Financials 15.53%
5 Industrials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$710K 0.14%
18,280
27
$694K 0.13%
10,750
28
$686K 0.13%
9,522
+2,224
29
$639K 0.12%
7,938
30
$624K 0.12%
6,135
31
$596K 0.12%
15,040
32
$536K 0.1%
22,428
-296
33
$495K 0.1%
4,749
34
$469K 0.09%
9,454
35
$443K 0.09%
9,930
36
$428K 0.08%
3,530
37
$379K 0.07%
5,810
38
$367K 0.07%
3,900
39
$366K 0.07%
4,023
-1,990
40
$360K 0.07%
3,724
41
$350K 0.07%
14,591
42
$322K 0.06%
3,440
43
$316K 0.06%
7,675
44
$299K 0.06%
7,750
-5,420
45
$298K 0.06%
5,600
-500
46
$296K 0.06%
26,844
47
$261K 0.05%
8,435
48
$243K 0.05%
9,338
-977
49
$237K 0.05%
2,200
50
$235K 0.05%
8,643
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