Veritas Asset Management as of Sept. 30, 2014
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 26 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.9 | $874M | 19M | 46.36 | |
| Lockheed Martin Corporation (LMT) | 8.7 | $542M | 3.0M | 182.78 | |
| UnitedHealth (UNH) | 8.1 | $509M | 5.9M | 86.25 | |
| Comcast Corporation (CMCSA) | 7.8 | $488M | 9.1M | 53.78 | |
| Qualcomm (QCOM) | 7.4 | $463M | 6.2M | 74.77 | |
| CVS Caremark Corporation (CVS) | 6.3 | $397M | 5.0M | 79.59 | |
| Laboratory Corp. of America Holdings (LH) | 5.9 | $370M | 3.6M | 101.75 | |
| Oracle Corporation (ORCL) | 5.4 | $337M | 8.8M | 38.28 | |
| Baxter International (BAX) | 4.8 | $299M | 4.2M | 71.77 | |
| Varian Medical Systems | 4.7 | $291M | 3.6M | 80.12 | |
| Waters Corporation (WAT) | 4.4 | $274M | 2.8M | 99.12 | |
| Allergan | 4.0 | $254M | 1.4M | 178.19 | |
| Citigroup (C) | 4.0 | $251M | 4.9M | 51.82 | |
| Fiserv (FI) | 3.6 | $225M | 3.5M | 64.64 | |
| 3.4 | $213M | 362k | 588.41 | ||
| Google Inc Class C | 3.2 | $202M | 350k | 577.36 | |
| Verizon Communications (VZ) | 2.4 | $153M | 3.1M | 49.79 | |
| Baidu (BIDU) | 0.6 | $40M | 185k | 218.23 | |
| Schlumberger (SLB) | 0.6 | $37M | 363k | 101.69 | |
| ResMed (RMD) | 0.2 | $14M | 275k | 49.27 | |
| REPCOM cla | 0.2 | $12M | 160k | 74.89 | |
| Jd (JD) | 0.1 | $7.0M | 270k | 25.82 | |
| AutoZone (AZO) | 0.1 | $5.3M | 10k | 509.62 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $5.2M | 106k | 48.88 | |
| WuXi PharmaTech | 0.1 | $3.5M | 100k | 35.02 | |
| NetEase (NTES) | 0.0 | $2.6M | 30k | 85.67 |
