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
$948M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$5.42M
3
+$4.49M
4
CTSH icon
Cognizant
CTSH
+$2.87M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.42M

Top Sells

1
+$6.92M
2
+$1.48M
3
+$1.46M
4
UNH icon
UnitedHealth
UNH
+$781K
5
MA icon
Mastercard
MA
+$473K

Sector Composition

1 Healthcare 35.87%
2 Technology 25.71%
3 Financials 17%
4 Communication Services 9.32%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$108M 11.34%
404,376
-2,936
2
$102M 10.75%
890,256
-60,486
3
$93M 9.81%
381,134
-6,075
4
$76.8M 8.1%
345,098
-2,125
5
$74.5M 7.85%
347,870
+11,322
6
$72.8M 7.68%
487,801
+36,349
7
$69.4M 7.32%
842,695
+20,770
8
$67.9M 7.16%
879,692
+37,135
9
$63.1M 6.65%
801,424
+17,420
10
$54.4M 5.73%
844,345
+69,645
11
$52M 5.48%
651,130
+643,450
12
$47.7M 5.03%
798,740
+7,420
13
$39.6M 4.18%
656,560
-24,140
14
$3.89M 0.41%
38,056
-900
15
$2.68M 0.28%
44,400
16
$2.47M 0.26%
6,315
-860
17
$1.87M 0.2%
11,180
-795
18
$1.66M 0.18%
29,444
+5,556
19
$1.09M 0.11%
13,142
20
$836K 0.09%
16,387
21
$820K 0.09%
15,900
-7,400
22
$741K 0.08%
7,400
+5,800
23
$698K 0.07%
9,476
24
$688K 0.07%
4,980
+1,780
25
$688K 0.07%
4,585
+2,860
1
2 3