Veritas Asset Management as of March 31, 2016
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 31 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 9.4 | $753M | 12M | 61.08 | |
| Time Warner Cable | 9.0 | $721M | 3.5M | 204.62 | |
| UnitedHealth (UNH) | 7.9 | $628M | 4.9M | 128.90 | |
| Microsoft Corporation (MSFT) | 7.7 | $617M | 11M | 55.23 | |
| Taiwan Semiconductor Mfg (TSM) | 7.2 | $579M | 22M | 26.20 | |
| Oracle Corporation (ORCL) | 6.8 | $540M | 13M | 40.91 | |
| CVS Caremark Corporation (CVS) | 5.7 | $453M | 4.4M | 103.73 | |
| American Express Company (AXP) | 5.4 | $428M | 7.0M | 61.40 | |
| Baxter International (BAX) | 5.2 | $418M | 10M | 41.08 | |
| Varian Medical Systems | 5.2 | $417M | 5.2M | 80.02 | |
| Alphabet Inc Class A cs (GOOGL) | 4.8 | $381M | 499k | 762.90 | |
| Waters Corporation (WAT) | 4.3 | $347M | 2.6M | 131.92 | |
| Qualcomm (QCOM) | 4.3 | $346M | 6.8M | 51.14 | |
| Express Scripts Holding | 4.2 | $335M | 4.9M | 68.69 | |
| Dentsply Sirona (XRAY) | 4.1 | $327M | 5.3M | 61.63 | |
| Halliburton Company (HAL) | 3.9 | $313M | 8.8M | 35.72 | |
| Baidu (BIDU) | 2.0 | $161M | 844k | 190.88 | |
| Pfizer (PFE) | 0.7 | $55M | 1.8M | 29.64 | |
| Moody's Corporation (MCO) | 0.4 | $31M | 318k | 96.56 | |
| Welltower Inc Com reit (WELL) | 0.4 | $30M | 428k | 69.34 | |
| Schlumberger (SLB) | 0.3 | $27M | 363k | 73.75 | |
| Ctrip.com International | 0.2 | $20M | 450k | 44.26 | |
| Alibaba Group Holding (BABA) | 0.2 | $20M | 250k | 79.03 | |
| Cognizant Technology Solutions (CTSH) | 0.1 | $9.4M | 150k | 62.70 | |
| Qihoo 360 Technologies Co Lt | 0.1 | $7.6M | 100k | 75.55 | |
| Jd (JD) | 0.1 | $5.6M | 210k | 26.50 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $5.0M | 82k | 61.38 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $5.0M | 6.8k | 744.97 | |
| Baxalta Incorporated | 0.1 | $4.0M | 99k | 40.40 | |
| REPCOM cla | 0.0 | $3.1M | 50k | 61.58 | |
| NetEase (NTES) | 0.0 | $1.4M | 10k | 143.60 |
