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
$740M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$4.6M
3
+$4.37M
4
CTSH icon
Cognizant
CTSH
+$2.72M
5
UNH icon
UnitedHealth
UNH
+$2.36M

Top Sells

1
+$1.9M
2
+$1.7M
3
+$645K
4
MO icon
Altria Group
MO
+$626K
5
INTU icon
Intuit
INTU
+$372K

Sector Composition

1 Healthcare 36.84%
2 Technology 24.27%
3 Communication Services 19.88%
4 Financials 17.71%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$114K 0.02%
1,500
52
$107K 0.01%
965
53
$103K 0.01%
1,930
54
$103K 0.01%
756
55
$102K 0.01%
620
56
$97K 0.01%
520
57
$95K 0.01%
212
58
$95K 0.01%
2,900
59
$91K 0.01%
710
60
$87K 0.01%
530
61
$84K 0.01%
600
62
$77K 0.01%
1,600
63
$68K 0.01%
400
64
$35K ﹤0.01%
385
65
$5K ﹤0.01%
114
66
– –
-535
67
– –
-9,925
1 2
3