Veritas Asset Management as of March 31, 2018
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 31 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 9.5 | $1.2B | 34M | 34.17 | |
| American Express Company (AXP) | 9.1 | $1.1B | 12M | 93.28 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 6.8 | $835M | 2.7M | 311.22 | |
| Microsoft Corporation (MSFT) | 6.5 | $797M | 8.7M | 91.27 | |
| Thermo Fisher Scientific (TMO) | 5.8 | $720M | 3.5M | 206.46 | |
| Qualcomm (QCOM) | 5.8 | $717M | 13M | 55.41 | |
| CVS Caremark Corporation (CVS) | 5.7 | $708M | 11M | 62.21 | |
| Allergan | 5.4 | $668M | 4.0M | 168.29 | |
| Alphabet Inc Class A cs (GOOGL) | 5.4 | $663M | 639k | 1037.14 | |
| UnitedHealth (UNH) | 5.3 | $650M | 3.0M | 214.00 | |
| Baxter International (BAX) | 5.0 | $621M | 9.5M | 65.04 | |
| Baidu (BIDU) | 3.9 | $477M | 2.1M | 223.19 | |
| Check Point Software Technologies | 3.7 | $462M | 4.6M | 99.34 | |
| Dentsply Sirona (XRAY) | 3.4 | $424M | 8.4M | 50.31 | |
| CIGNA Corporation | 3.3 | $410M | 2.4M | 167.74 | |
| Waters Corporation (WAT) | 3.2 | $391M | 2.0M | 198.65 | |
| Facebook Inc cl a (META) | 3.0 | $368M | 2.3M | 159.79 | |
| Oracle Corporation (ORCL) | 2.8 | $347M | 7.6M | 45.75 | |
| Express Scripts Holding | 1.8 | $224M | 3.2M | 69.08 | |
| Cerner Corporation | 1.7 | $212M | 3.6M | 58.00 | |
| Black Knight | 1.1 | $129M | 2.7M | 47.10 | |
| Alibaba Group Holding (BABA) | 0.4 | $51M | 279k | 183.54 | |
| Pfizer (PFE) | 0.4 | $50M | 1.4M | 35.49 | |
| Welltower Inc Com reit (WELL) | 0.4 | $44M | 816k | 54.43 | |
| TAL Education (TAL) | 0.2 | $30M | 810k | 37.09 | |
| HDFC Bank (HDB) | 0.2 | $25M | 250k | 98.77 | |
| Stericycle, Inc. pfd cv | 0.2 | $21M | 462k | 45.25 | |
| Ctrip.com International | 0.1 | $14M | 300k | 46.62 | |
| China Lodging | 0.0 | $5.4M | 41k | 131.71 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $4.2M | 61k | 68.39 | |
| Bitauto Hldg | 0.0 | $423k | 20k | 21.15 |
