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
$1.12B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$7.76M
3
+$5.18M
4
AVY icon
Avery Dennison
AVY
+$3.83M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.56M

Top Sells

1
+$44.6M
2
+$561K
3
+$360K
4
AMZN icon
Amazon
AMZN
+$292K
5
AAPL icon
Apple
AAPL
+$154K

Sector Composition

1 Healthcare 27.71%
2 Technology 26.9%
3 Financials 16.86%
4 Consumer Discretionary 9.1%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$106K 0.01%
540
52
$102K 0.01%
1,400
53
$96K 0.01%
549
54
$92K 0.01%
525
55
$72K 0.01%
1,000
-2,000
56
$50K ﹤0.01%
500
57
$42K ﹤0.01%
385
58
$8K ﹤0.01%
114
59
– –
-3,000
60
– –
-6,700
61
– –
-2,861
1 2
3