Veritas Asset Management as of Dec. 31, 2018
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 27 positions in its portfolio as reported in the December 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) | 11.2 | $1.2B | 4.2M | 284.97 | |
| Cigna Corp (CI) | 7.8 | $847M | 4.5M | 189.92 | |
| CVS Caremark Corporation (CVS) | 7.2 | $781M | 12M | 65.52 | |
| Comcast Corporation (CMCSA) | 6.1 | $659M | 19M | 34.05 | |
| Thermo Fisher Scientific (TMO) | 6.0 | $653M | 2.9M | 223.79 | |
| American Express Company (AXP) | 5.8 | $622M | 6.5M | 95.32 | |
| UnitedHealth (UNH) | 5.6 | $601M | 2.4M | 249.12 | |
| Microsoft Corporation (MSFT) | 5.2 | $556M | 5.5M | 101.57 | |
| Facebook Inc cl a (META) | 4.9 | $530M | 4.0M | 131.09 | |
| Baxter International (BAX) | 4.7 | $512M | 7.8M | 65.82 | |
| Alphabet Inc Class A cs (GOOGL) | 4.7 | $506M | 484k | 1044.96 | |
| Allergan | 4.7 | $502M | 3.8M | 133.66 | |
| Dentsply Sirona (XRAY) | 4.7 | $501M | 14M | 37.21 | |
| Philip Morris International (PM) | 4.0 | $432M | 6.5M | 66.76 | |
| Qualcomm (QCOM) | 3.9 | $417M | 7.3M | 56.91 | |
| S&p Global (SPGI) | 3.3 | $359M | 2.1M | 169.94 | |
| Oracle Corporation (ORCL) | 3.1 | $340M | 7.5M | 45.15 | |
| Cerner Corporation | 2.1 | $230M | 4.4M | 52.44 | |
| Black Knight | 1.6 | $173M | 3.8M | 45.06 | |
| Cooper Companies | 1.3 | $141M | 552k | 254.50 | |
| Alibaba Group Holding (BABA) | 0.9 | $98M | 717k | 137.07 | |
| Welltower Inc Com reit (WELL) | 0.5 | $58M | 836k | 69.41 | |
| HDFC Bank (HDB) | 0.3 | $29M | 275k | 103.59 | |
| Pfizer (PFE) | 0.2 | $26M | 606k | 43.65 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $8.7M | 124k | 70.17 | |
| Noah Holdings (NOAH) | 0.0 | $866k | 20k | 43.30 | |
| Huazhu Group (HTHT) | 0.0 | $859k | 30k | 28.63 |
