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
1
$70.1M 11.54%
1,063,617
-19,215
2
$69.4M 11.42%
422,932
+8,014
3
$62.6M 10.3%
1,663,891
-37,135
4
$59.1M 9.73%
384,662
+17,940
5
$47.6M 7.83%
285,545
+9,371
6
$45.4M 7.47%
578,286
+20,995
7
$45.1M 7.43%
401,112
+7,495
8
$38.9M 6.4%
871,205
-17,790
9
$38.8M 6.39%
652,287
+11,190
10
$33.4M 5.49%
787,140
-22,080
11
$30.4M 5.01%
733,580
+42,000
12
$20.5M 3.38%
131,332
-8,590
13
$12.7M 2.09%
102,830
+8,776
14
$5.28M 0.87%
73,900
15
$4.54M 0.75%
52,500
16
$2.57M 0.42%
22,970
+1,615
17
$2.08M 0.34%
28,200
18
$1.51M 0.25%
26,200
-5,000
19
$1.26M 0.21%
21,363
-2,546
20
$1.04M 0.17%
9,215
21
$893K 0.15%
24,868
22
$865K 0.14%
7,538
23
$863K 0.14%
18,280
24
$774K 0.13%
15,874
-800
25
$743K 0.12%
10,527
1
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