Veritas Asset Management as of March 31, 2017
Portfolio Holdings for Veritas Asset Management
Veritas Asset Management holds 28 positions in its portfolio as reported in the March 2017 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) | 10.6 | $1.2B | 3.6M | 327.32 | |
| Comcast Corporation (CMCSA) | 9.8 | $1.1B | 29M | 37.59 | |
| UnitedHealth (UNH) | 7.2 | $802M | 4.9M | 164.01 | |
| Taiwan Semiconductor Mfg (TSM) | 6.9 | $763M | 23M | 32.84 | |
| Allergan | 6.9 | $761M | 3.2M | 238.92 | |
| Alphabet Inc Class A cs (GOOGL) | 6.7 | $740M | 873k | 847.80 | |
| American Express Company (AXP) | 6.4 | $708M | 8.9M | 79.11 | |
| Oracle Corporation (ORCL) | 6.1 | $678M | 15M | 44.61 | |
| Microsoft Corporation (MSFT) | 5.6 | $625M | 9.5M | 65.86 | |
| CVS Caremark Corporation (CVS) | 5.4 | $595M | 7.6M | 78.50 | |
| Baxter International (BAX) | 4.7 | $516M | 10M | 51.86 | |
| Express Scripts Holding | 4.3 | $477M | 7.2M | 65.91 | |
| Baidu (BIDU) | 3.9 | $429M | 2.5M | 172.52 | |
| Check Point Software Technologies | 3.7 | $412M | 4.0M | 102.66 | |
| Waters Corporation (WAT) | 3.4 | $377M | 2.4M | 156.31 | |
| Dentsply Sirona (XRAY) | 3.4 | $377M | 6.0M | 62.44 | |
| Cerner Corporation | 1.7 | $187M | 3.2M | 58.85 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $176M | 1.1M | 153.60 | |
| Welltower Inc Com reit (WELL) | 0.5 | $56M | 793k | 70.82 | |
| Pfizer (PFE) | 0.5 | $55M | 1.6M | 34.21 | |
| Stericycle, Inc. pfd cv | 0.5 | $53M | 742k | 71.55 | |
| Moody's Corporation (MCO) | 0.1 | $14M | 123k | 112.04 | |
| Alibaba Group Holding (BABA) | 0.1 | $5.4M | 50k | 107.82 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $4.0M | 61k | 65.51 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $4.9M | 5.8k | 829.51 | |
| Shire | 0.0 | $2.5M | 15k | 174.24 | |
| China Biologic Products | 0.0 | $2.0M | 20k | 100.15 | |
| Gridsum Hldg Inc adr repsg cl b | 0.0 | $266k | 20k | 13.30 |
