Veritas Asset Management as of Sept. 30, 2017
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 27 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 10.4 | $1.3B | 33M | 38.48 | |
| American Express Company (AXP) | 8.2 | $999M | 11M | 90.46 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 7.9 | $970M | 2.7M | 363.42 | |
| Baidu (BIDU) | 6.9 | $846M | 3.4M | 247.69 | |
| Allergan | 6.2 | $764M | 3.7M | 204.95 | |
| Microsoft Corporation (MSFT) | 6.2 | $763M | 10M | 74.49 | |
| CVS Caremark Corporation (CVS) | 5.8 | $705M | 8.7M | 81.32 | |
| Qualcomm (QCOM) | 5.7 | $696M | 13M | 51.84 | |
| Thermo Fisher Scientific (TMO) | 5.4 | $663M | 3.5M | 189.20 | |
| Baxter International (BAX) | 5.2 | $634M | 10M | 62.75 | |
| UnitedHealth (UNH) | 5.0 | $608M | 3.1M | 195.85 | |
| Alphabet Inc Class A cs (GOOGL) | 4.7 | $575M | 590k | 973.72 | |
| Express Scripts Holding | 4.5 | $548M | 8.7M | 63.32 | |
| Check Point Software Technologies | 4.2 | $511M | 4.5M | 114.02 | |
| Waters Corporation (WAT) | 3.5 | $426M | 2.4M | 179.52 | |
| Oracle Corporation (ORCL) | 3.0 | $374M | 7.7M | 48.35 | |
| Dentsply Sirona (XRAY) | 3.0 | $369M | 6.2M | 59.81 | |
| Cerner Corporation | 2.1 | $263M | 3.7M | 71.32 | |
| Pfizer (PFE) | 0.5 | $57M | 1.6M | 35.70 | |
| Welltower Inc Com reit (WELL) | 0.5 | $56M | 793k | 70.28 | |
| Stericycle, Inc. pfd cv | 0.4 | $48M | 818k | 58.84 | |
| Alibaba Group Holding (BABA) | 0.2 | $23M | 135k | 172.71 | |
| NetEase (NTES) | 0.1 | $18M | 69k | 263.81 | |
| Moody's Corporation (MCO) | 0.1 | $17M | 120k | 139.21 | |
| HDFC Bank (HDB) | 0.1 | $15M | 150k | 96.37 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $4.7M | 61k | 77.48 | |
| New Oriental Education & Tech | 0.0 | $883k | 10k | 88.30 |
