Veritas Asset Management as of Dec. 31, 2017
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 29 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 10.7 | $1.4B | 35M | 40.05 | |
| American Express Company (AXP) | 8.5 | $1.1B | 11M | 99.31 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.0 | $906M | 2.7M | 335.96 | |
| Microsoft Corporation (MSFT) | 6.9 | $887M | 10M | 85.54 | |
| CVS Caremark Corporation (CVS) | 6.6 | $847M | 12M | 72.50 | |
| Qualcomm (QCOM) | 6.5 | $831M | 13M | 64.02 | |
| Baidu (BIDU) | 6.2 | $792M | 3.4M | 234.21 | |
| UnitedHealth (UNH) | 5.3 | $677M | 3.1M | 220.46 | |
| Express Scripts Holding | 5.2 | $671M | 9.0M | 74.64 | |
| Thermo Fisher Scientific (TMO) | 5.2 | $670M | 3.5M | 189.88 | |
| Alphabet Inc Class A cs (GOOGL) | 5.2 | $665M | 631k | 1053.40 | |
| Allergan | 5.0 | $646M | 3.9M | 163.58 | |
| Baxter International (BAX) | 5.0 | $645M | 10M | 64.64 | |
| Check Point Software Technologies | 3.6 | $467M | 4.5M | 103.62 | |
| Waters Corporation (WAT) | 3.5 | $454M | 2.4M | 193.19 | |
| Dentsply Sirona (XRAY) | 3.1 | $404M | 6.1M | 65.83 | |
| Oracle Corporation (ORCL) | 2.8 | $362M | 7.7M | 47.28 | |
| Cerner Corporation | 1.9 | $247M | 3.7M | 67.39 | |
| Pfizer (PFE) | 0.4 | $51M | 1.4M | 36.22 | |
| Welltower Inc Com reit (WELL) | 0.4 | $52M | 816k | 63.77 | |
| Stericycle, Inc. pfd cv | 0.3 | $40M | 752k | 52.96 | |
| Alibaba Group Holding (BABA) | 0.2 | $29M | 165k | 172.43 | |
| NetEase (NTES) | 0.2 | $21M | 60k | 345.07 | |
| HDFC Bank (HDB) | 0.1 | $17M | 170k | 101.67 | |
| Ctrip.com International | 0.1 | $11M | 250k | 44.10 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $4.9M | 61k | 79.95 | |
| China Lodging | 0.0 | $4.2M | 29k | 144.41 | |
| TAL Education (TAL) | 0.0 | $891k | 30k | 29.70 | |
| Yum China Holdings (YUMC) | 0.0 | $800k | 20k | 40.00 |
