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
$1.02B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$50.8M
2
+$38.6M
3
+$7.19M
4
UNH icon
UnitedHealth
UNH
+$4.47M
5
MSFT icon
Microsoft
MSFT
+$4.38M

Top Sells

1
+$12.7M
2
+$616K
3
+$329K
4
JNJ icon
Johnson & Johnson
JNJ
+$249K
5
ROP icon
Roper Technologies
ROP
+$183K

Sector Composition

1 Healthcare 31.63%
2 Technology 27.75%
3 Financials 16.41%
4 Communication Services 7%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$119K 0.01%
1,414
52
$113K 0.01%
1,400
53
$104K 0.01%
549
54
$102K 0.01%
530
55
$98K 0.01%
540
-1,815
56
$96K 0.01%
212
57
$83K 0.01%
525
58
$47K ﹤0.01%
500
59
$40K ﹤0.01%
385
60
$7K ﹤0.01%
114
61
– –
-512
62
– –
-1,260
63
– –
-660
64
– –
-688
65
– –
-440
66
– –
-5,912
67
– –
-2,195
1 2
3