Veritas Asset Management as of Dec. 31, 2011
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 27 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lockheed Martin Corporation (LMT) | 14.6 | $231M | 2.9M | 80.90 | |
| Microsoft Corporation (MSFT) | 9.3 | $148M | 5.7M | 25.96 | |
| 9.0 | $142M | 220k | 645.90 | ||
| CVS Caremark Corporation (CVS) | 8.9 | $141M | 3.5M | 40.78 | |
| Northern Trust Corporation (NTRS) | 8.1 | $128M | 3.2M | 39.66 | |
| Varian Medical Systems | 7.5 | $118M | 1.8M | 67.13 | |
| UnitedHealth (UNH) | 7.3 | $116M | 2.3M | 50.68 | |
| VCA Antech | 7.1 | $113M | 5.7M | 19.75 | |
| Weatherford International Lt reg | 5.9 | $93M | 6.3M | 14.64 | |
| Marsh & McLennan Companies (MMC) | 5.7 | $90M | 2.8M | 31.62 | |
| Citigroup (C) | 5.3 | $84M | 3.2M | 26.31 | |
| BP (BP) | 4.6 | $73M | 1.7M | 42.74 | |
| TransDigm Group Incorporated (TDG) | 3.1 | $49M | 515k | 95.68 | |
| Baidu (BIDU) | 1.9 | $30M | 260k | 116.47 | |
| Cnooc | 0.5 | $8.4M | 48k | 174.69 | |
| ICICI Bank (IBN) | 0.3 | $5.3M | 200k | 26.43 | |
| Home Inns & Hotels Management | 0.2 | $3.1M | 120k | 25.80 | |
| CNinsure | 0.2 | $2.5M | 364k | 6.92 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $1.8M | 23k | 76.32 | |
| Philip Morris International (PM) | 0.1 | $1.7M | 22k | 78.48 | |
| Praxair | 0.1 | $1.3M | 12k | 106.89 | |
| Leucadia National | 0.1 | $841k | 37k | 22.73 | |
| Altria (MO) | 0.1 | $801k | 27k | 29.67 | |
| Brookfield Asset Management | 0.0 | $385k | 14k | 27.50 | |
| United Parcel Service (UPS) | 0.0 | $329k | 4.5k | 73.11 | |
| Carnival Corporation (CCL) | 0.0 | $255k | 7.8k | 32.69 | |
| Laboratory Corp. of America Holdings (LH) | 0.0 | $309k | 3.6k | 85.83 |
