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
$518M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.02M
3
+$1.38M
4
CVS icon
CVS Health
CVS
+$1.25M
5
CTSH icon
Cognizant
CTSH
+$1.16M

Top Sells

1
+$3.85M
2
+$1.34M
3
+$450K
4
WFC icon
Wells Fargo
WFC
+$284K
5
ORCL icon
Oracle
ORCL
+$265K

Sector Composition

1 Technology 29.43%
2 Healthcare 27.68%
3 Communication Services 21.04%
4 Financials 15.53%
5 Industrials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.04%
417
52
$224K 0.04%
1,436
-564
53
$199K 0.04%
5,955
54
$189K 0.04%
3,982
-5,987
55
$182K 0.04%
1,255
56
$182K 0.04%
4,975
-3,470
57
$163K 0.03%
1,294
58
$147K 0.03%
1,800
59
$108K 0.02%
1,750
-50
60
$102K 0.02%
965
61
$91K 0.02%
1,500
62
$91K 0.02%
3,875
-1,100
63
$86K 0.02%
2,648
64
$84K 0.02%
760
65
$82K 0.02%
1,100
66
$80K 0.02%
2,030
-70
67
$78K 0.02%
1,308
68
$73K 0.01%
1,000
69
$67K 0.01%
600
70
$66K 0.01%
3,200
71
$33K 0.01%
385
72
$31K 0.01%
1,275
73
$22K ﹤0.01%
875
74
$21K ﹤0.01%
875
75
$4K ﹤0.01%
+116
1 2
3
4