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
$781M
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$28.4M
3
+$4.66M
4
CTSH icon
Cognizant
CTSH
+$2.84M

Top Sells

1
+$4.3M
2
+$3.82M
3
+$2.44M
4
TMO icon
Thermo Fisher Scientific
TMO
+$2.14M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.79M

Sector Composition

1 Healthcare 34.35%
2 Technology 25.24%
3 Communication Services 18.21%
4 Financials 17.53%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.7M 11.36%
403,565
-7,268
2
$87.7M 11.23%
961,052
-41,895
3
$79.1M 10.13%
382,989
-10,373
4
$66.6M 8.53%
827,377
+35,250
5
$66.1M 8.47%
1,935,490
-7,279
6
$63.8M 8.17%
364,498
-24,532
7
$63.2M 8.09%
316,563
-8,980
8
$54.4M 6.97%
391,535
+33,499
9
$43.4M 5.55%
696,889
-22,039
10
$40.7M 5.21%
789,060
-19,400
11
$39.6M 5.07%
554,890
+532,490
12
$35M 4.49%
676,100
-47,120
13
$28.4M 3.63%
+488,910
14
$4.13M 0.53%
40,056
-6,000
15
$2.89M 0.37%
46,380
-17,600
16
$2.13M 0.27%
13,205
-7,055
17
$1.8M 0.23%
7,175
-133
18
$1.24M 0.16%
27,050
-15,867
19
$1.08M 0.14%
13,142
-6,900
20
$1M 0.13%
23,888
21
$845K 0.11%
16,387
22
$612K 0.08%
7,730
23
$591K 0.08%
7,680
24
$584K 0.07%
9,476
-8,987
25
$571K 0.07%
4,250
1
2 3