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
$1.31B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$58.8M
2
+$5.77M
3
+$3.85M
4
UNH icon
UnitedHealth
UNH
+$3.54M
5
CERN
Cerner Corp
CERN
+$3.24M

Top Sells

1
+$11.6M
2
+$6.36M
3
+$5.33M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.14M

Sector Composition

1 Healthcare 31.58%
2 Technology 25.21%
3 Financials 15.62%
4 Consumer Discretionary 9.08%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$137M 10.51%
466,604
+12,049
2
$136M 10.43%
864,201
-33,857
3
$123M 9.4%
377,941
-14,185
4
$104M 7.96%
348,165
-21,310
5
$94.9M 7.27%
419,077
+12,687
6
$90.8M 6.95%
624,644
+26,509
7
$86.7M 6.64%
1,181,108
+44,223
8
$76.9M 5.89%
664,992
-100,168
9
$64.3M 4.93%
1,037,025
+41,937
10
$64.3M 4.92%
491,233
-780
11
$63.5M 4.86%
805,648
+28,248
12
$60.3M 4.62%
215,923
+210,858
13
$52M 3.99%
492,491
+54,611
14
$47.5M 3.64%
1,755,948
-16,280
15
$44.6M 3.41%
666,940
-17,100
16
$41.2M 3.16%
616,280
+12,520
17
$1.97M 0.15%
26,848
+2,880
18
$1.49M 0.11%
14,000
19
$1.13M 0.09%
4,302
20
$1.1M 0.08%
11,880
+5,800
21
$990K 0.08%
5,271
-64
22
$806K 0.06%
9,476
23
$784K 0.06%
4,062
24
$633K 0.05%
3,500
25
$585K 0.04%
3,750
1
2 3