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
$806M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.1M
3
+$9.24M
4
CVS icon
CVS Health
CVS
+$5.61M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.73M

Top Sells

1
+$63.3M
2
+$3.4M
3
+$1.02M
4
HSY icon
Hershey
HSY
+$374K
5
MCO icon
Moody's
MCO
+$210K

Sector Composition

1 Healthcare 37.66%
2 Technology 27.86%
3 Financials 17.48%
4 Communication Services 10.34%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$100K 0.01%
710
52
$95K 0.01%
600
53
$91K 0.01%
212
54
$78K 0.01%
400
55
$76K 0.01%
548
56
$68K 0.01%
625
57
$60K 0.01%
2,900
58
$30K ﹤0.01%
385
59
$4K ﹤0.01%
20
60
$4K ﹤0.01%
114
61
– –
-3,783
62
– –
-2,306
1 2
3