Veritas Asset Management as of Dec. 31, 2016
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 28 positions in its portfolio as reported in the December 2016 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) | 10.7 | $1.0B | 3.5M | 287.92 | |
Comcast Corporation (CMCSA) | 10.2 | $960M | 14M | 69.05 | |
UnitedHealth (UNH) | 8.0 | $752M | 4.7M | 160.04 | |
Alphabet Inc Class A cs (GOOGL) | 7.1 | $666M | 840k | 792.45 | |
Taiwan Semiconductor Mfg (TSM) | 6.9 | $652M | 23M | 28.75 | |
American Express Company (AXP) | 6.8 | $637M | 8.6M | 74.08 | |
Microsoft Corporation (MSFT) | 6.2 | $580M | 9.3M | 62.14 | |
Oracle Corporation (ORCL) | 5.9 | $559M | 15M | 38.45 | |
CVS Caremark Corporation (CVS) | 5.9 | $554M | 7.0M | 78.91 | |
Express Scripts Holding | 4.9 | $460M | 6.7M | 68.79 | |
Baxter International (BAX) | 4.5 | $426M | 9.6M | 44.34 | |
Halliburton Company (HAL) | 4.4 | $412M | 7.6M | 54.09 | |
Baidu (BIDU) | 4.0 | $379M | 2.3M | 164.41 | |
Waters Corporation (WAT) | 3.5 | $332M | 2.5M | 134.39 | |
Dentsply Sirona (XRAY) | 3.5 | $332M | 5.8M | 57.73 | |
Check Point Software Technologies | 3.1 | $288M | 3.4M | 84.46 | |
Varian Medical Systems | 2.0 | $184M | 2.1M | 89.78 | |
Pfizer (PFE) | 0.7 | $62M | 1.9M | 32.48 | |
Welltower Inc Com reit (WELL) | 0.6 | $53M | 793k | 66.93 | |
Stericycle, Inc. pfd cv | 0.4 | $39M | 615k | 63.27 | |
Schlumberger (SLB) | 0.3 | $31M | 363k | 83.95 | |
Moody's Corporation (MCO) | 0.1 | $12M | 123k | 94.27 | |
NetEase (NTES) | 0.1 | $10M | 48k | 215.34 | |
Alibaba Group Holding (BABA) | 0.1 | $8.8M | 100k | 87.81 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $5.2M | 6.8k | 771.88 | |
Shire | 0.0 | $2.5M | 15k | 170.41 | |
Franco-Nevada Corporation (FNV) | 0.0 | $2.2M | 37k | 59.75 | |
Gridsum Hldg Inc adr repsg cl b | 0.0 | $204k | 20k | 10.20 |