Veritas Asset Management

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