Veritas Asset Management as of Dec. 31, 2019
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 23 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 13.3 | $1.6B | 3.2M | 485.08 | |
| Alphabet Inc Class A cs (GOOGL) | 13.1 | $1.5B | 1.1M | 1339.39 | |
| Facebook Inc cl a (META) | 8.7 | $1.0B | 4.9M | 205.25 | |
| Thermo Fisher Scientific (TMO) | 7.4 | $865M | 2.7M | 324.87 | |
| Canadian Pacific Railway | 6.8 | $799M | 3.1M | 254.95 | |
| UnitedHealth (UNH) | 6.6 | $767M | 2.6M | 293.98 | |
| Cigna Corp (CI) | 5.3 | $615M | 3.0M | 204.49 | |
| Baxter International (BAX) | 5.2 | $607M | 7.3M | 83.62 | |
| Microsoft Corporation (MSFT) | 5.1 | $596M | 3.8M | 157.70 | |
| CVS Caremark Corporation (CVS) | 4.9 | $576M | 7.7M | 74.29 | |
| Philip Morris International (PM) | 4.7 | $550M | 6.5M | 85.09 | |
| Altice Usa Inc cl a (ATUS) | 4.7 | $548M | 20M | 27.34 | |
| Intercontinental Exchange (ICE) | 4.2 | $489M | 5.3M | 92.55 | |
| Cooper Companies | 3.6 | $422M | 1.3M | 321.29 | |
| Dentsply Sirona (XRAY) | 3.1 | $367M | 6.5M | 56.59 | |
| Alibaba Group Holding (BABA) | 1.8 | $210M | 992k | 212.10 | |
| HDFC Bank (HDB) | 0.6 | $71M | 1.1M | 63.37 | |
| Welltower Inc Com reit (WELL) | 0.3 | $31M | 378k | 81.78 | |
| MSC Industrial Direct (MSM) | 0.3 | $30M | 382k | 78.47 | |
| Pfizer (PFE) | 0.2 | $18M | 463k | 39.18 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $11M | 108k | 103.29 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $871k | 15k | 58.07 | |
| Yum China Holdings (YUMC) | 0.0 | $624k | 13k | 48.00 |
