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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$27.3M
2
+$21.9M
3
+$15.8M
4
WAT icon
Waters Corp
WAT
+$12.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 31.38%
2 Technology 18.32%
3 Healthcare 17.3%
4 Communication Services 10.37%
5 Consumer Staples 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.3M 17.6%
+790,385
2
$21.9M 14.09%
+455,731
3
$15.8M 10.21%
+722,498
4
$12.5M 8.05%
+124,910
5
$10.8M 6.96%
+96,550
6
$8.78M 5.66%
+148,512
7
$7.79M 5.03%
+90,055
8
$6.67M 4.3%
+167,165
9
$6.38M 4.11%
+111,600
10
$5.01M 3.23%
+43,500
11
$4.86M 3.13%
+56,553
12
$4.66M 3%
+80,395
13
$4.36M 2.81%
+124,507
14
$3.24M 2.09%
+138,300
15
$2.15M 1.39%
+32,900
16
$1.67M 1.08%
+19,450
17
$1.32M 0.85%
+24,487
18
$855K 0.55%
+9,900
19
$809K 0.52%
+33,566
20
$717K 0.46%
+10,000
21
$538K 0.35%
+24,661
22
$504K 0.32%
+39,866
23
$497K 0.32%
+4,200
24
$487K 0.31%
+17,387
25
$485K 0.31%
+3,210
1
2 3