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
1
$67.3M 11.9%
1,082,832
-23,229
2
$66.4M 11.75%
414,918
-5,617
3
$58.8M 10.4%
1,701,026
+54,554
4
$51.8M 9.15%
366,722
+153,199
5
$45M 7.96%
276,174
+14,629
6
$44M 7.78%
557,291
+37,125
7
$40.7M 7.19%
393,617
+28,637
8
$35.9M 6.35%
641,097
-147,040
9
$34.2M 6.04%
888,995
-87,085
10
$32.1M 5.67%
809,220
+17,240
11
$26.7M 4.72%
691,580
+38,860
12
$18.8M 3.33%
139,922
-3,725
13
$10.4M 1.83%
94,054
+2,179
14
$5M 0.88%
73,900
-275
15
$4.67M 0.83%
52,500
-2,000
16
$2.01M 0.36%
21,355
+700
17
$1.91M 0.34%
28,200
18
$1.66M 0.29%
31,200
19
$1.46M 0.26%
23,909
20
$961K 0.17%
9,215
+190
21
$890K 0.16%
16,674
-412
22
$866K 0.15%
18,280
23
$763K 0.13%
7,378
24
$727K 0.13%
10,527
25
$725K 0.13%
7,538
-100
1
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