VIM
Veritas Investment Management Portfolio holdings
AUM
$1.65B
This Quarter Return
+9.65%
1 Year Return
+25.54%
3 Year Return
+69.01%
5 Year Return
+144.34%
10 Year Return
–
AUM
$210M
AUM Growth
+$37.4M
(+22%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
10.49%
Top 10 Holdings %
Top 10 Hldgs %
77.9%
Holding
75
New
5
Increased
19
Reduced
10
Closed
7
Top Buys
| 1 |
UnitedHealth
UNH
|
$13.9M |
| 2 |
Qualcomm
QCOM
|
$3.83M |
| 3 |
Microsoft
MSFT
|
$2.23M |
| 4 |
CVS Health
CVS
|
$1.31M |
| 5 |
Citigroup
C
|
$839K |
Top Sells
| 1 |
VAR
Varian Medical Systems, Inc.
VAR
|
$2.61M |
| 2 |
Marsh & McLennan
MMC
|
$1.83M |
| 3 |
Jefferies Financial Group
JEF
|
$660K |
| 4 |
Altria Group
MO
|
$298K |
| 5 |
Walt Disney
DIS
|
$94.5K |
Sector Composition
| 1 | Technology | 24.95% |
| 2 | Financials | 24.68% |
| 3 | Healthcare | 23.64% |
| 4 | Communication Services | 11.68% |
| 5 | Consumer Staples | 6.79% |
