Veritas Asset Management as of June 30, 2015
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 28 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.8 | $764M | 17M | 44.15 | |
| UnitedHealth (UNH) | 7.9 | $558M | 4.6M | 122.00 | |
| Comcast Corporation (CMCSA) | 7.6 | $539M | 9.0M | 60.14 | |
| Baxter International (BAX) | 7.5 | $534M | 7.6M | 69.93 | |
| Oracle Corporation (ORCL) | 7.1 | $502M | 13M | 40.30 | |
| Taiwan Semiconductor Mfg (TSM) | 7.0 | $494M | 22M | 22.71 | |
| CVS Caremark Corporation (CVS) | 6.1 | $432M | 4.1M | 104.88 | |
| Qualcomm (QCOM) | 6.0 | $426M | 6.8M | 62.63 | |
| American Express Company (AXP) | 5.7 | $402M | 5.2M | 77.72 | |
| Varian Medical Systems | 5.6 | $398M | 4.7M | 84.33 | |
| Waters Corporation (WAT) | 5.0 | $353M | 2.8M | 128.38 | |
| Halliburton Company (HAL) | 4.8 | $341M | 7.9M | 43.07 | |
| Time Warner Cable | 4.8 | $340M | 1.9M | 178.17 | |
| 4.5 | $319M | 591k | 540.04 | ||
| Lockheed Martin Corporation (LMT) | 3.1 | $220M | 1.2M | 185.90 | |
| Sirona Dental Systems | 2.7 | $188M | 1.9M | 100.42 | |
| Google Inc Class C | 2.5 | $179M | 343k | 520.51 | |
| Schlumberger (SLB) | 0.4 | $31M | 363k | 86.19 | |
| Ctrip.com International | 0.2 | $15M | 200k | 72.62 | |
| Moody's Corporation (MCO) | 0.2 | $12M | 112k | 107.96 | |
| REPCOM cla | 0.1 | $8.3M | 120k | 69.52 | |
| ResMed (RMD) | 0.1 | $6.8M | 120k | 56.37 | |
| AutoZone (AZO) | 0.1 | $6.9M | 10k | 666.92 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $5.9M | 124k | 47.65 | |
| Jd (JD) | 0.1 | $5.1M | 150k | 34.10 | |
| Alibaba Group Holding (BABA) | 0.1 | $4.9M | 60k | 82.27 | |
| NetEase (NTES) | 0.1 | $4.3M | 30k | 144.87 | |
| Wesco Aircraft Holdings | 0.1 | $3.6M | 240k | 15.15 |
