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
$1.12B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$7.76M
3
+$5.18M
4
AVY icon
Avery Dennison
AVY
+$3.83M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.56M

Top Sells

1
+$44.6M
2
+$561K
3
+$360K
4
AMZN icon
Amazon
AMZN
+$292K
5
AAPL icon
Apple
AAPL
+$154K

Sector Composition

1 Healthcare 27.71%
2 Technology 26.9%
3 Financials 16.86%
4 Consumer Discretionary 9.1%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$125M 11.19%
932,556
+11,783
2
$114M 10.24%
389,345
+4,305
3
$106M 9.53%
436,151
+31,828
4
$102M 9.11%
384,608
+8,625
5
$85.5M 7.66%
575,763
+34,891
6
$82.7M 7.41%
389,219
+16,749
7
$80.9M 7.24%
1,104,280
+15,810
8
$70.5M 6.32%
773,495
+27,850
9
$63.1M 5.66%
755,125
+26,085
10
$61.4M 5.5%
968,207
+36,445
11
$55.8M 5%
482,963
+33,135
12
$45.2M 4.05%
+427,815
13
$41.1M 3.68%
1,712,340
+67,960
14
$36.9M 3.3%
681,960
+18,720
15
$31.2M 2.79%
576,440
+27,780
16
$1.39M 0.12%
5,065
17
$1.26M 0.11%
14,000
-1,300
18
$1.03M 0.09%
20,864
-3,120
19
$780K 0.07%
9,476
20
$649K 0.06%
3,298
+915
21
$634K 0.06%
3,750
-300
22
$622K 0.06%
2,379
23
$547K 0.05%
12,387
-2,000
24
$507K 0.05%
3,750
25
$484K 0.04%
5,810
1
2 3