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
$1.12B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$7.76M
3
+$5.18M
4
AVY icon
Avery Dennison
AVY
+$3.83M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.56M

Top Sells

1
+$44.6M
2
+$561K
3
+$360K
4
AMZN icon
Amazon
AMZN
+$292K
5
AAPL icon
Apple
AAPL
+$154K

Sector Composition

1 Healthcare 27.71%
2 Technology 26.9%
3 Financials 16.86%
4 Consumer Discretionary 9.1%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$476K 0.04%
26,844
27
$445K 0.04%
3,200
28
$443K 0.04%
3,875
29
$403K 0.04%
8,500
30
$353K 0.03%
4,500
31
$351K 0.03%
4,282
-318
32
$346K 0.03%
2,730
33
$310K 0.03%
3,703
+1,773
34
$298K 0.03%
1,725
-3,245
35
$284K 0.03%
417
36
$272K 0.02%
1,950
-160
37
$254K 0.02%
3,600
38
$246K 0.02%
5,974
39
$217K 0.02%
2,300
-3,100
40
$202K 0.02%
2,640
41
$185K 0.02%
1,500
42
$164K 0.01%
620
43
$158K 0.01%
2,895
-816,924
44
$145K 0.01%
2,500
-2,200
45
$134K 0.01%
1,300
46
$129K 0.01%
3,275
47
$120K 0.01%
2,107
48
$119K 0.01%
1,414
49
$110K 0.01%
530
50
$107K 0.01%
212
1
2
3