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
$607M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.74M
3
+$1.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.56M
5
UNH icon
UnitedHealth
UNH
+$1.31M

Top Sells

1
+$1.4M
2
+$1.34M
3
+$1.27M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$936K
5
ORCL icon
Oracle
ORCL
+$794K

Sector Composition

1 Healthcare 34.44%
2 Technology 25.11%
3 Communication Services 21.12%
4 Financials 17.18%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,320
77
– –
-4,620
78
– –
-15,040
1 2 3
4