Veritas Asset Management as of June 30, 2019
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 24 positions in its portfolio as reported in the June 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) | 10.9 | $1.3B | 3.2M | 395.18 | |
| Alphabet Inc Class A cs (GOOGL) | 9.5 | $1.1B | 1.0M | 1082.80 | |
| Facebook Inc cl a (META) | 7.2 | $846M | 4.4M | 193.00 | |
| Microsoft Corporation (MSFT) | 7.2 | $842M | 6.3M | 133.96 | |
| Cigna Corp (CI) | 6.9 | $804M | 5.1M | 157.55 | |
| Thermo Fisher Scientific (TMO) | 6.8 | $799M | 2.7M | 293.68 | |
| CVS Caremark Corporation (CVS) | 5.7 | $669M | 12M | 54.49 | |
| Dentsply Sirona (XRAY) | 5.7 | $669M | 12M | 58.36 | |
| Baxter International (BAX) | 5.5 | $646M | 7.9M | 81.90 | |
| UnitedHealth (UNH) | 5.2 | $604M | 2.5M | 244.01 | |
| American Express Company (AXP) | 4.8 | $558M | 4.5M | 123.44 | |
| Philip Morris International (PM) | 4.4 | $517M | 6.6M | 78.53 | |
| S&p Global (SPGI) | 4.3 | $509M | 2.2M | 227.79 | |
| Intercontinental Exchange (ICE) | 3.5 | $414M | 4.8M | 85.94 | |
| Canadian Pacific Railway | 3.5 | $411M | 1.7M | 235.24 | |
| Comcast Corporation (CMCSA) | 3.4 | $395M | 9.3M | 42.28 | |
| Cooper Companies | 2.8 | $331M | 981k | 336.89 | |
| Alibaba Group Holding (BABA) | 1.3 | $151M | 889k | 169.45 | |
| Welltower Inc Com reit (WELL) | 0.4 | $46M | 566k | 81.53 | |
| Ctrip.com International | 0.4 | $44M | 1.2M | 36.91 | |
| HDFC Bank (HDB) | 0.3 | $36M | 280k | 130.04 | |
| Pfizer (PFE) | 0.2 | $26M | 606k | 43.32 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $9.2M | 108k | 84.88 | |
| Beigene (BGNE) | 0.0 | $744k | 6.0k | 124.00 |
