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
$518M
AUM Growth
+$6.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$2.02M
3
+$1.38M
4
CVS icon
CVS Health
CVS
+$1.25M
5
CTSH icon
Cognizant
CTSH
+$1.16M

Top Sells

1
+$3.85M
2
+$1.34M
3
+$450K
4
WFC icon
Wells Fargo
WFC
+$284K
5
ORCL icon
Oracle
ORCL
+$265K

Sector Composition

1 Technology 29.43%
2 Healthcare 27.68%
3 Communication Services 21.04%
4 Financials 15.53%
5 Industrials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-800
77
– –
-107,830
1 2 3
4