VIM
Veritas Investment Management Portfolio holdings
AUM
$1.65B
This Quarter Return
+21.54%
1 Year Return
+25.54%
3 Year Return
+69.01%
5 Year Return
+144.34%
10 Year Return
–
AUM
$1.48B
AUM Growth
+$1.48B
(+25%)
Cap. Flow
+$60.8M
Cap. Flow
% of AUM
4.1%
Top 10 Holdings %
Top 10 Hldgs %
71.47%
Holding
77
New
2
Increased
26
Reduced
13
Closed
13
Top Buys
| 1 |
CERN
Cerner Corp
CERN
|
$29.3M |
| 2 |
Labcorp
LH
|
$26.9M |
| 3 |
Automatic Data Processing
ADP
|
$5.93M |
| 4 |
Hasbro
HAS
|
$3.32M |
| 5 |
UnitedHealth
UNH
|
$2.14M |
Top Sells
| 1 |
Microsoft
MSFT
|
$9.63M |
| 2 |
Thermo Fisher Scientific
TMO
|
$4.51M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$748K |
| 4 |
JPMorgan Chase
JPM
|
$432K |
| 5 |
eHealth
EHTH
|
$355K |
Sector Composition
| 1 | Healthcare | 30.54% |
| 2 | Technology | 24.15% |
| 3 | Consumer Discretionary | 14.27% |
| 4 | Financials | 13.04% |
| 5 | Communication Services | 6.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Palo Alto Networks
PANW
$128B
| – | – |
-480
| Closed | -$13K |
|
|
LTHM
77
DELISTED
Livent Corporation
LTHM
| – | – |
-8,770
| Closed | -$46K |
|