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
$723M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.92M
3
+$2.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$418K
5
CVS icon
CVS Health
CVS
+$306K

Top Sells

1
+$37M
2
+$10.1M
3
+$7.57M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.06M
5
MA icon
Mastercard
MA
+$3.65M

Sector Composition

1 Healthcare 37.26%
2 Communication Services 21.98%
3 Technology 20.54%
4 Financials 18.77%
5 Consumer Staples 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$101K 0.01%
530
52
$96K 0.01%
212
53
$96K 0.01%
1,500
54
$95K 0.01%
710
55
$94K 0.01%
1,600
56
$93K 0.01%
600
57
$90K 0.01%
520
58
$81K 0.01%
2,900
59
$81K 0.01%
548
-208
60
$75K 0.01%
625
-340
61
$71K 0.01%
400
62
$35K ﹤0.01%
385
63
$4K ﹤0.01%
114
64
– –
-1,300
65
– –
-3,584
1 2
3