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
$566M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$2.96M
3
+$2.93M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.39M
5
CMCSA icon
Comcast
CMCSA
+$1.89M

Top Sells

1
+$8.24M
2
+$3.35M
3
+$1.44M
4
UNH icon
UnitedHealth
UNH
+$899K
5
VAR
Varian Medical Systems, Inc.
VAR
+$831K

Sector Composition

1 Healthcare 34.19%
2 Technology 25.24%
3 Communication Services 21.14%
4 Financials 17.11%
5 Consumer Staples 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$152K 0.03%
1,294
52
$119K 0.02%
1,300
-500
53
$114K 0.02%
+1,320
54
$111K 0.02%
1,500
55
$101K 0.02%
965
56
$100K 0.02%
1,600
57
$99K 0.02%
+620
58
$97K 0.02%
+1,500
59
$97K 0.02%
3,275
-600
60
$86K 0.02%
1,100
61
$85K 0.02%
2,648
62
$84K 0.01%
756
-4
63
$83K 0.01%
+710
64
$78K 0.01%
2,030
65
$76K 0.01%
+520
66
$76K 0.01%
+212
67
$71K 0.01%
+530
68
$70K 0.01%
600
69
$69K 0.01%
2,900
-300
70
$65K 0.01%
1,000
71
$61K 0.01%
+535
72
$60K 0.01%
+1,600
73
$46K 0.01%
+400
74
$32K 0.01%
385
75
$24K ﹤0.01%
875
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3
4