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
$290M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.4M
3
+$8.87M
4
QCOM icon
Qualcomm
QCOM
+$3.74M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.56M

Top Sells

1
+$5.76M
2
+$915K
3
+$563K
4
CVX icon
Chevron
CVX
+$419K
5
MRSH
Marsh
MRSH
+$254K

Sector Composition

1 Technology 32.33%
2 Healthcare 27.09%
3 Financials 17.37%
4 Communication Services 13.2%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.09%
5,810
52
$266K 0.09%
2,640
53
$234K 0.08%
3,669
54
$232K 0.08%
3,500
55
$228K 0.08%
8,643
56
$218K 0.08%
3,724
57
$217K 0.07%
1,255
58
$183K 0.06%
417
59
$181K 0.06%
1,800
60
$156K 0.05%
2,100
+1,800
61
$142K 0.05%
1,500
62
$134K 0.05%
2,200
-1,400
63
$131K 0.05%
1,000
-3,200
64
$124K 0.04%
2,200
65
$118K 0.04%
+1,000
66
$117K 0.04%
2,000
67
$101K 0.03%
3,584
68
$90K 0.03%
2,200
69
$73K 0.03%
3,200
70
$55K 0.02%
701
71
$12K ﹤0.01%
1,413
72
– –
0
73
– –
-7,413
74
– –
-22,454
75
– –
0
1 2
3
4