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
$740M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$4.6M
3
+$4.37M
4
CTSH icon
Cognizant
CTSH
+$2.72M
5
UNH icon
UnitedHealth
UNH
+$2.36M

Top Sells

1
+$1.9M
2
+$1.7M
3
+$645K
4
MO icon
Altria Group
MO
+$626K
5
INTU icon
Intuit
INTU
+$372K

Sector Composition

1 Healthcare 36.84%
2 Technology 24.27%
3 Communication Services 19.88%
4 Financials 17.71%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.4M 12.08%
456,526
+12,055
2
$81.2M 10.98%
1,091,378
-64
3
$79.5M 10.74%
420,003
+8,149
4
$72.4M 9.79%
1,883,084
+119,540
5
$59.9M 8.1%
327,123
+3,705
6
$58.3M 7.88%
413,067
+11,925
7
$58.1M 7.86%
714,708
+53,785
8
$54.5M 7.36%
750,952
+37,560
9
$43M 5.81%
331,388
+59,882
10
$39.8M 5.39%
824,495
-35,075
11
$38.4M 5.19%
800,480
+28,640
12
$35.7M 4.83%
734,280
-39,080
13
$4.83M 0.65%
52,500
14
$4.06M 0.55%
63,980
-9,870
15
$3.08M 0.42%
22,100
-870
16
$2.36M 0.32%
28,200
17
$1.44M 0.2%
22,400
18
$1.4M 0.19%
7,538
19
$1.11M 0.15%
18,463
-2,900
20
$920K 0.12%
23,888
21
$869K 0.12%
16,387
-1,893
22
$565K 0.08%
7,730
-2,177
23
$505K 0.07%
26,844
24
$500K 0.07%
4,500
25
$493K 0.07%
4,250
-1,600
1
2 3