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
$948M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$5.42M
3
+$4.49M
4
CTSH icon
Cognizant
CTSH
+$2.87M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.42M

Top Sells

1
+$6.92M
2
+$1.48M
3
+$1.46M
4
UNH icon
UnitedHealth
UNH
+$781K
5
MA icon
Mastercard
MA
+$473K

Sector Composition

1 Healthcare 35.87%
2 Technology 25.71%
3 Financials 17%
4 Communication Services 9.32%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$150K 0.02%
+5,912
52
$146K 0.02%
620
53
$142K 0.02%
1,930
54
$139K 0.01%
3,000
55
$132K 0.01%
1,400
56
$112K 0.01%
1,500
57
$112K 0.01%
2,107
58
$110K 0.01%
530
59
$108K 0.01%
3,275
60
$96K 0.01%
600
61
$92K 0.01%
212
62
$87K 0.01%
548
63
$70K 0.01%
+480
64
$70K 0.01%
625
65
$62K 0.01%
2,900
66
$32K ﹤0.01%
385
67
$5K ﹤0.01%
114
68
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