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
$524M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$21.1M
3
+$10.8M
4
CMCSA icon
Comcast
CMCSA
+$9.95M
5
CVS icon
CVS Health
CVS
+$9.32M

Top Sells

1
+$26.7M
2
+$2.2M
3
+$640K
4
UNH icon
UnitedHealth
UNH
+$620K
5
ITW icon
Illinois Tool Works
ITW
+$431K

Sector Composition

1 Technology 28.53%
2 Healthcare 23.83%
3 Communication Services 19.38%
4 Financials 14.32%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34K 0.01%
+340
77
$33K 0.01%
+1,263
78
$31K 0.01%
+923
79
$31K 0.01%
+385
80
$26K 0.01%
+1,275
81
$19K ﹤0.01%
+759
82
$16K ﹤0.01%
+456
83
– –
-89,650
84
– –
-2,845
1 2 3
4