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
$381M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$16.1M
3
+$12.7M
4
MA icon
Mastercard
MA
+$9.19M
5
SLB icon
SLB Ltd
SLB
+$2.24M

Top Sells

1
+$18.8M
2
+$4.26M
3
+$2.88M
4
C icon
Citigroup
C
+$1.65M
5
WAT icon
Waters Corp
WAT
+$1.02M

Sector Composition

1 Technology 26.5%
2 Healthcare 25.35%
3 Communication Services 18.61%
4 Financials 14.31%
5 Industrials 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,450
77
– –
-300
1 2 3
4