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
$290M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.4M
3
+$8.87M
4
QCOM icon
Qualcomm
QCOM
+$3.74M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.56M

Top Sells

1
+$5.76M
2
+$915K
3
+$563K
4
CVX icon
Chevron
CVX
+$419K
5
MMC icon
Marsh & McLennan
MMC
+$254K

Sector Composition

1 Technology 32.33%
2 Healthcare 27.09%
3 Financials 17.37%
4 Communication Services 13.2%
5 Consumer Staples 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,159
77
– –
0
78
– –
-1,377
1 2 3
4