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
$806M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.1M
3
+$9.24M
4
CVS icon
CVS Health
CVS
+$5.61M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.73M

Top Sells

1
+$63.3M
2
+$3.4M
3
+$1.02M
4
HSY icon
Hershey
HSY
+$374K
5
MCO icon
Moody's
MCO
+$210K

Sector Composition

1 Healthcare 37.66%
2 Technology 27.86%
3 Financials 17.48%
4 Communication Services 10.34%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$388K 0.05%
3,200
27
$376K 0.05%
5,810
28
$370K 0.05%
3,750
29
$363K 0.05%
4,500
30
$346K 0.04%
1,695
31
$323K 0.04%
3,875
32
$312K 0.04%
9,500
-1,925,990
33
$264K 0.03%
3,600
34
$249K 0.03%
4,700
35
$240K 0.03%
417
36
$229K 0.03%
1,725
37
$219K 0.03%
2,640
38
$202K 0.03%
1,930
39
$194K 0.02%
3,000
40
$147K 0.02%
1,500
41
$138K 0.02%
1,300
42
$136K 0.02%
1,600
43
$132K 0.02%
3,000
44
$130K 0.02%
1,400
-200
45
$130K 0.02%
620
46
$119K 0.01%
3,275
47
$118K 0.01%
1,930
48
$109K 0.01%
1,500
49
$106K 0.01%
2,107
-189
50
$103K 0.01%
530
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