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
$806M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.1M
3
+$9.24M
4
CVS icon
CVS Health
CVS
+$5.61M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.73M

Top Sells

1
+$63.3M
2
+$3.4M
3
+$1.02M
4
HSY icon
Hershey
HSY
+$374K
5
MCO icon
Moody's
MCO
+$210K

Sector Composition

1 Healthcare 37.66%
2 Technology 27.86%
3 Financials 17.48%
4 Communication Services 10.34%
5 Consumer Staples 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$100M 12.41%
407,312
+3,747
2
$93.8M 11.64%
950,742
-10,310
3
$80.2M 9.96%
387,209
+4,220
4
$69.6M 8.64%
451,452
+59,917
5
$68.3M 8.47%
347,223
-17,275
6
$66.5M 8.26%
842,557
+15,180
7
$62.8M 7.8%
336,548
+19,985
8
$60.9M 7.56%
821,925
+267,035
9
$50.4M 6.26%
784,004
+87,115
10
$46.3M 5.75%
774,700
+285,790
11
$44.1M 5.48%
791,320
+2,260
12
$38.4M 4.77%
680,700
+4,600
13
$4.01M 0.5%
38,956
-1,100
14
$2.52M 0.31%
44,400
-1,980
15
$2.46M 0.3%
7,175
16
$2.04M 0.25%
11,975
-1,230
17
$1.09M 0.14%
23,888
18
$1.08M 0.13%
13,142
19
$1.03M 0.13%
23,300
-3,750
20
$884K 0.11%
16,387
21
$648K 0.08%
9,476
22
$608K 0.08%
7,730
23
$574K 0.07%
4,050
-200
24
$525K 0.07%
26,844
25
$518K 0.06%
7,680
1
2 3