Veritas Asset Management as of March 31, 2015
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 26 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.9 | $690M | 17M | 40.65 | |
| Comcast Corporation (CMCSA) | 10.0 | $633M | 11M | 56.47 | |
| UnitedHealth (UNH) | 8.2 | $518M | 4.4M | 118.29 | |
| Oracle Corporation (ORCL) | 8.2 | $518M | 12M | 43.15 | |
| Baxter International (BAX) | 7.2 | $458M | 6.7M | 68.50 | |
| Qualcomm (QCOM) | 6.9 | $437M | 6.3M | 69.34 | |
| CVS Caremark Corporation (CVS) | 6.8 | $431M | 4.2M | 103.21 | |
| Varian Medical Systems | 6.3 | $403M | 4.3M | 94.09 | |
| Waters Corporation (WAT) | 5.5 | $347M | 2.8M | 124.32 | |
| 4.6 | $295M | 532k | 554.70 | ||
| Halliburton Company (HAL) | 4.4 | $278M | 6.3M | 43.88 | |
| American Express Company (AXP) | 4.1 | $261M | 3.3M | 78.12 | |
| Lockheed Martin Corporation (LMT) | 3.9 | $249M | 1.2M | 202.96 | |
| Time Warner Cable | 3.8 | $242M | 1.6M | 149.88 | |
| Laboratory Corp. of America Holdings (LH) | 3.8 | $243M | 1.9M | 126.09 | |
| Google Inc Class C | 3.0 | $191M | 349k | 548.00 | |
| Sirona Dental Systems | 1.1 | $68M | 752k | 89.99 | |
| Schlumberger (SLB) | 0.5 | $30M | 363k | 83.44 | |
| Moody's Corporation (MCO) | 0.2 | $13M | 124k | 103.80 | |
| ResMed (RMD) | 0.2 | $13M | 180k | 71.78 | |
| AutoZone (AZO) | 0.1 | $7.1M | 10k | 682.12 | |
| Baidu (BIDU) | 0.1 | $7.3M | 35k | 208.40 | |
| REPCOM cla | 0.1 | $5.5M | 100k | 54.55 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $5.2M | 106k | 48.54 | |
| Alibaba Group Holding (BABA) | 0.1 | $5.0M | 60k | 83.23 | |
| NetEase (NTES) | 0.1 | $3.2M | 30k | 105.30 |
