Veritas Asset Management as of March 31, 2019
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 24 positions in its portfolio as reported in the March 2019 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) | 11.7 | $1.3B | 3.8M | 346.91 | |
| Thermo Fisher Scientific (TMO) | 7.2 | $798M | 2.9M | 273.72 | |
| Alphabet Inc Class A cs (GOOGL) | 7.1 | $792M | 673k | 1176.89 | |
| Comcast Corporation (CMCSA) | 7.1 | $786M | 20M | 39.98 | |
| Cigna Corp (CI) | 6.7 | $741M | 4.6M | 160.82 | |
| Microsoft Corporation (MSFT) | 6.6 | $736M | 6.2M | 117.94 | |
| American Express Company (AXP) | 6.4 | $716M | 6.6M | 109.30 | |
| Facebook Inc cl a (META) | 6.2 | $686M | 4.1M | 166.69 | |
| Dentsply Sirona (XRAY) | 6.0 | $672M | 14M | 49.59 | |
| CVS Caremark Corporation (CVS) | 5.9 | $657M | 12M | 53.93 | |
| Baxter International (BAX) | 5.7 | $638M | 7.9M | 81.31 | |
| UnitedHealth (UNH) | 5.5 | $607M | 2.5M | 247.26 | |
| Philip Morris International (PM) | 5.2 | $579M | 6.5M | 88.39 | |
| S&p Global (SPGI) | 4.2 | $466M | 2.2M | 210.55 | |
| Allergan | 3.4 | $377M | 2.6M | 146.41 | |
| Cooper Companies | 2.6 | $291M | 981k | 296.17 | |
| Alibaba Group Holding (BABA) | 1.2 | $134M | 732k | 182.45 | |
| Welltower Inc Com reit (WELL) | 0.4 | $44M | 566k | 77.60 | |
| Ctrip.com International | 0.3 | $35M | 800k | 43.69 | |
| HDFC Bank (HDB) | 0.3 | $32M | 275k | 115.91 | |
| Pfizer (PFE) | 0.2 | $26M | 606k | 42.47 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $8.1M | 108k | 75.05 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.0 | $642k | 80k | 8.02 | |
| Beigene (BGNE) | 0.0 | $792k | 6.0k | 132.00 |
