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
$354M
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$8.77M
3
+$4.92M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.8M
5
SLB icon
SLB Ltd
SLB
+$4.07M

Top Sells

1
+$5.38M
2
+$2.42M
3
+$520K
4
MO icon
Altria Group
MO
+$345K
5
KO icon
Coca-Cola
KO
+$341K

Sector Composition

1 Healthcare 29.69%
2 Technology 23.4%
3 Communication Services 18.66%
4 Financials 14.17%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$165K 0.05%
6,200
52
$158K 0.04%
2,434
53
$131K 0.04%
1,950
-250
54
$131K 0.04%
1,800
-200
55
$125K 0.04%
3,780
-8,654
56
$117K 0.03%
4,112
+2,612
57
$114K 0.03%
3,584
58
$109K 0.03%
9,531
+7,356
59
$108K 0.03%
2,200
60
$96K 0.03%
1,000
61
$96K 0.03%
1,086
-755
62
$76K 0.02%
1,315
-185
63
$74K 0.02%
3,200
64
$61K 0.02%
975
65
$51K 0.01%
219
66
$41K 0.01%
4,510
67
$19K 0.01%
300
68
– –
-1,100
69
– –
-13,200
70
– –
-29,900
71
– –
-8,408
72
– –
-701
73
– –
-6,761
1 2
3