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
$566M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$2.96M
3
+$2.93M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.39M
5
CMCSA icon
Comcast
CMCSA
+$1.89M

Top Sells

1
+$8.24M
2
+$3.35M
3
+$1.44M
4
UNH icon
UnitedHealth
UNH
+$899K
5
VAR
Varian Medical Systems, Inc.
VAR
+$831K

Sector Composition

1 Healthcare 34.19%
2 Technology 25.24%
3 Communication Services 21.14%
4 Financials 17.11%
5 Consumer Staples 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23K ﹤0.01%
875
77
$4K ﹤0.01%
114
78
– –
-14,591
79
– –
-3,428
80
– –
-9,454
81
– –
-600
82
– –
-1,308
83
– –
-9,522
1 2 3
4