Veritas Asset Management as of Sept. 30, 2018
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 27 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc New Cl A cl a (CHTR) | 11.8 | $1.4B | 4.3M | 325.88 | |
| CIGNA Corporation | 8.2 | $968M | 4.6M | 208.25 | |
| CVS Caremark Corporation (CVS) | 7.8 | $922M | 12M | 78.72 | |
| Thermo Fisher Scientific (TMO) | 6.4 | $765M | 3.1M | 244.08 | |
| Alphabet Inc Class A cs (GOOGL) | 6.4 | $762M | 632k | 1207.08 | |
| UnitedHealth (UNH) | 6.3 | $743M | 2.8M | 266.04 | |
| Allergan | 6.0 | $717M | 3.8M | 190.48 | |
| American Express Company (AXP) | 5.9 | $698M | 6.6M | 106.49 | |
| Comcast Corporation (CMCSA) | 5.5 | $659M | 19M | 35.41 | |
| Microsoft Corporation (MSFT) | 5.3 | $627M | 5.5M | 114.37 | |
| Qualcomm (QCOM) | 4.5 | $535M | 7.4M | 72.03 | |
| Dentsply Sirona (XRAY) | 3.8 | $450M | 12M | 37.74 | |
| Facebook Inc cl a (META) | 3.5 | $422M | 2.6M | 164.46 | |
| Baidu (BIDU) | 3.5 | $409M | 1.8M | 228.68 | |
| Oracle Corporation (ORCL) | 3.3 | $388M | 7.5M | 51.56 | |
| Baxter International (BAX) | 3.1 | $368M | 4.8M | 77.09 | |
| Waters Corporation (WAT) | 2.7 | $321M | 1.6M | 194.68 | |
| Cerner Corporation | 2.4 | $289M | 4.5M | 64.41 | |
| Black Knight | 1.2 | $145M | 2.8M | 51.95 | |
| Alibaba Group Holding (BABA) | 0.7 | $86M | 520k | 164.76 | |
| Pfizer (PFE) | 0.5 | $64M | 1.5M | 44.07 | |
| Welltower Inc Com reit (WELL) | 0.5 | $54M | 836k | 64.32 | |
| Philip Morris International (PM) | 0.2 | $27M | 331k | 81.54 | |
| HDFC Bank (HDB) | 0.2 | $23M | 240k | 94.10 | |
| Stericycle (SRCL) | 0.2 | $20M | 339k | 58.68 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $7.7M | 124k | 62.55 | |
| China Biologic Products | 0.0 | $800k | 10k | 80.00 |
