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
$1.02B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$50.8M
2
+$38.6M
3
+$7.19M
4
UNH icon
UnitedHealth
UNH
+$4.47M
5
MSFT icon
Microsoft
MSFT
+$4.38M

Top Sells

1
+$12.7M
2
+$616K
3
+$329K
4
JNJ icon
Johnson & Johnson
JNJ
+$249K
5
ROP icon
Roper Technologies
ROP
+$183K

Sector Composition

1 Healthcare 31.63%
2 Technology 27.75%
3 Financials 16.41%
4 Communication Services 7%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$460K 0.05%
5,810
27
$447K 0.04%
3,750
28
$447K 0.04%
3,200
-1,780
29
$423K 0.04%
26,844
30
$421K 0.04%
2,383
31
$402K 0.04%
3,875
32
$398K 0.04%
4,500
33
$373K 0.04%
4,600
34
$360K 0.04%
6,700
35
$319K 0.03%
2,730
36
$256K 0.03%
417
37
$241K 0.02%
5,974
38
$236K 0.02%
4,700
39
$234K 0.02%
2,110
-220
40
$213K 0.02%
2,640
41
$206K 0.02%
3,000
42
$164K 0.02%
1,500
43
$164K 0.02%
3,600
44
$154K 0.02%
1,930
45
$150K 0.01%
620
46
$145K 0.01%
1,300
47
$141K 0.01%
3,000
-686
48
$130K 0.01%
2,861
49
$125K 0.01%
2,107
50
$122K 0.01%
3,275
1
2
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