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
$948M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$5.42M
3
+$4.49M
4
CTSH icon
Cognizant
CTSH
+$2.87M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.42M

Top Sells

1
+$6.92M
2
+$1.48M
3
+$1.46M
4
UNH icon
UnitedHealth
UNH
+$781K
5
MA icon
Mastercard
MA
+$473K

Sector Composition

1 Healthcare 35.87%
2 Technology 25.71%
3 Financials 17%
4 Communication Services 9.32%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$680K 0.07%
7,730
27
$659K 0.07%
4,050
28
$541K 0.06%
2,379
+684
29
$534K 0.06%
26,844
30
$410K 0.04%
3,750
31
$388K 0.04%
5,810
32
$367K 0.04%
4,500
33
$358K 0.04%
2,180
+1,780
34
$344K 0.04%
2,197
+1,487
35
$340K 0.04%
3,875
36
$275K 0.03%
4,700
37
$272K 0.03%
417
38
$263K 0.03%
+2,730
39
$243K 0.03%
3,600
40
$238K 0.03%
+2,861
41
$226K 0.02%
1,930
42
$224K 0.02%
2,640
43
$215K 0.02%
+9,160
44
$212K 0.02%
6,000
-3,500
45
$204K 0.02%
+688
46
$201K 0.02%
3,000
47
$190K 0.02%
+512
48
$163K 0.02%
+603
49
$160K 0.02%
1,500
50
$152K 0.02%
1,300
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