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
$566M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$2.96M
3
+$2.93M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.39M
5
CMCSA icon
Comcast
CMCSA
+$1.89M

Top Sells

1
+$8.24M
2
+$3.35M
3
+$1.44M
4
UNH icon
UnitedHealth
UNH
+$899K
5
VAR
Varian Medical Systems, Inc.
VAR
+$831K

Sector Composition

1 Healthcare 34.19%
2 Technology 25.24%
3 Communication Services 21.14%
4 Financials 17.11%
5 Consumer Staples 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$720K 0.13%
24,868
+2,440
27
$688K 0.12%
12,275
-3,047
28
$678K 0.12%
5,912
29
$607K 0.11%
5,850
-2,436
30
$582K 0.1%
4,749
31
$543K 0.1%
15,040
32
$492K 0.09%
9,930
33
$491K 0.09%
26,844
34
$444K 0.08%
7,675
35
$412K 0.07%
4,500
36
$407K 0.07%
3,530
37
$363K 0.06%
5,200
38
$353K 0.06%
6,288
-8,387
39
$341K 0.06%
5,810
40
$338K 0.06%
3,724
41
$324K 0.06%
9,338
42
$311K 0.06%
3,440
43
$308K 0.05%
4,023
44
$278K 0.05%
3,750
-150
45
$254K 0.04%
417
46
$199K 0.04%
1,255
47
$195K 0.03%
1,700
48
$184K 0.03%
5,955
49
$174K 0.03%
4,620
-3,130
50
$153K 0.03%
3,875
-1,100
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