Veritas Asset Management as of Dec. 31, 2014
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 26 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 12.9 | $813M | 18M | 46.45 | |
Comcast Corporation (CMCSA) | 8.7 | $553M | 9.5M | 58.01 | |
Oracle Corporation (ORCL) | 7.7 | $486M | 11M | 44.97 | |
Baxter International (BAX) | 7.5 | $471M | 6.4M | 73.29 | |
Qualcomm (QCOM) | 7.3 | $462M | 6.2M | 74.33 | |
Laboratory Corp. of America Holdings (LH) | 7.0 | $444M | 4.1M | 107.90 | |
UnitedHealth (UNH) | 6.9 | $437M | 4.3M | 101.09 | |
CVS Caremark Corporation (CVS) | 6.2 | $391M | 4.1M | 96.31 | |
Varian Medical Systems | 5.6 | $356M | 4.1M | 86.51 | |
Lockheed Martin Corporation (LMT) | 5.0 | $316M | 1.6M | 192.57 | |
Waters Corporation (WAT) | 4.9 | $311M | 2.8M | 112.72 | |
Allergan | 4.7 | $297M | 1.4M | 212.59 | |
Citigroup (C) | 4.1 | $257M | 4.8M | 54.11 | |
Fiserv (FI) | 4.0 | $250M | 3.5M | 70.97 | |
3.3 | $207M | 390k | 530.66 | ||
Google Inc Class C | 2.9 | $182M | 345k | 526.40 | |
Schlumberger (SLB) | 0.5 | $31M | 363k | 85.41 | |
Baidu (BIDU) | 0.4 | $25M | 110k | 227.97 | |
ResMed (RMD) | 0.2 | $10M | 180k | 56.06 | |
AutoZone (AZO) | 0.1 | $6.4M | 10k | 619.13 | |
Alibaba Group Holding (BABA) | 0.1 | $6.2M | 60k | 103.93 | |
Franco-Nevada Corporation (FNV) | 0.1 | $5.2M | 106k | 49.19 | |
WuXi PharmaTech | 0.1 | $4.4M | 130k | 33.67 | |
NetEase (NTES) | 0.1 | $3.0M | 30k | 99.13 | |
leju Holdings | 0.0 | $1.1M | 100k | 10.76 | |
Phoenix New Media | 0.0 | $831k | 100k | 8.31 |