Veritas Investment Management LLP — Q3 2020 13F 持股

Name: Veritas Investment Management LLP — 13F Holdings, Q3 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001576707

申报总市值

—

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	MSFT	Microsoft CORP	股票-科技	9.23%	-9.23%	EXIT
2	UNH	Unitedhealth Group INC	股票-医疗保健	9.19%	-9.19%	EXIT
3	TMO	Thermo Fisher Scientific INC	股票-医疗保健	9.05%	-9.05%	EXIT
4	✓	Laboratory CORP Amer Hldgs	股票-其他	8.25%	-8.25%	EXIT
5	CERNCHF	Cerner CORP	股票-其他	7.63%	-7.63%	EXIT
6	MA	Mastercard INC - A	股票-金融	7.63%	-7.63%	EXIT
7	FISV	Fiserv INC	股票-其他	5.15%	-5.15%	EXIT
8	HAS	Hasbro INC	股票-周期性消费	5.00%	-5.00%	EXIT
9	TSCO	Tractor Supply Company	股票-周期性消费	4.89%	-4.89%	EXIT
10	MRSH	Marsh & Mclennan Cos	股票-金融	4.37%	-4.37%	EXIT
11	APH	Amphenol Corp-cl A	股票-科技	4.34%	-4.34%	EXIT
12	XYL	Xylem INC	股票-工业	4.18%	-4.18%	EXIT
13	AVY	Avery Dennison CORP	股票-周期性消费	4.10%	-4.10%	EXIT
14	ALGN	Align Technology INC	股票-医疗保健	4.03%	-4.03%	EXIT
15	ADP	Automatic Data Processing	股票-科技	3.96%	-3.96%	EXIT
16	GOOG	Alphabet Inc-cl C	股票-通信服务	2.98%	-2.98%	EXIT
17	GOOGL	Alphabet Inc-cl A	股票-通信服务	2.97%	-2.97%	EXIT
18	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.60%	-1.60%	EXIT
19	AMZN	Amazon.com INC	股票-周期性消费	0.18%	-0.18%	EXIT
20	AAPL	Apple INC	股票-科技	0.14%	-0.14%	EXIT
21	INTU	Intuit INC	股票-科技	0.13%	-0.13%	EXIT
22	V	Visa Inc-class A Shares	股票-金融	0.11%	-0.11%	EXIT
23	NKE	Nike INC -cl B	股票-周期性消费	0.08%	-0.08%	EXIT
24	PYPL	Paypal Holdings INC	股票-金融	0.07%	-0.07%	EXIT
25	MCD	Mcdonald's CORP	股票-周期性消费	0.07%	-0.07%	EXIT
26	COST	Costco Wholesale CORP	股票-非周期性消费	0.07%	-0.07%	EXIT
27	ADBE	Adobe INC	股票-科技	0.06%	-0.06%	EXIT
28	DG	Dollar General CORP	股票-非周期性消费	0.05%	-0.05%	EXIT
29	META	Meta Platforms Inc-class A	股票-通信服务	0.04%	-0.04%	EXIT
30	ECL	Ecolab INC	股票-原材料	0.04%	-0.04%	EXIT
31	ILMN	Illumina INC	股票-医疗保健	0.04%	-0.04%	EXIT
32	AXP	American Express Co	股票-金融	0.03%	-0.03%	EXIT
33	WEC	Wec Energy Group INC	股票-公用事业	0.03%	-0.03%	EXIT
34	JNJ	Johnson & Johnson	股票-医疗保健	0.03%	-0.03%	EXIT
35	ABT	Abbott Laboratories	股票-医疗保健	0.02%	-0.02%	EXIT
36	NTRS	Northern Trust CORP	股票-金融	0.02%	-0.02%	EXIT
37	MCO	Moody's CORP	股票-金融	0.02%	-0.02%	EXIT
38	PM	Philip Morris International	股票-非周期性消费	0.02%	-0.02%	EXIT
39	SPGI	S&p Global INC	股票-金融	0.02%	-0.02%	EXIT
40	BNY	Bank Of New York Mellon CORP	股票-金融	0.02%	-0.02%	EXIT
41	KEY	Keycorp	股票-金融	0.02%	-0.02%	EXIT
42	YUSD	Alleghany CORP	股票-其他	0.01%	-0.01%	EXIT
43	EL	Estee Lauder Companies-cl A	股票-非周期性消费	0.01%	-0.01%	EXIT
44	HD	Home Depot INC	股票-周期性消费	0.01%	-0.01%	EXIT
45	EBAY	Ebay INC	股票-周期性消费	0.01%	-0.01%	EXIT
46	UNP	Union Pacific CORP	股票-工业	0.01%	-0.01%	EXIT
47	PAYX	Paychex INC	股票-科技	0.01%	-0.01%	EXIT
48	DIS	Walt Disney Co/the	股票-通信服务	0.01%	-0.01%	EXIT
49	CVS	Cvs Health CORP	股票-医疗保健	0.01%	-0.01%	EXIT
50	ABBV	Abbvie INC	股票-医疗保健	0.01%	-0.01%	EXIT

1–50 of 60

本季持股变动

Veritas Investment Management LLP 于截至 Q3 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	MRSH	Marsh & Mclennan Cos	+4.4%	+125430.00%	加仓
2	XYL	Xylem INC	+0.6%	-0.23%	减仓
3	FISV	Fiserv INC	+0.5%	+16.68%	加仓
4	✓	Laboratory CORP Amer Hldgs	+0.4%	+2.54%	加仓
5	TMO	Thermo Fisher Scientific INC	+0.3%	-5.85%	减仓
6	AVY	Avery Dennison CORP	+0.1%	+2.71%	加仓
7	APH	Amphenol Corp-cl A	+0.1%	+0.57%	加仓
8	MA	Mastercard INC - A	+0.1%	-2.27%	减仓
9	HAS	Hasbro INC	0%	+1.31%	加仓
10	CERNCHF	Cerner CORP	0%	+5.63%	加仓
11	MCO	Moody's CORP	0%	+360.38%	加仓
12	NKE	Nike INC -cl B	0%	—	不变
13	AXP	American Express Co	0%	+89.67%	加仓
14	AAPL	Apple INC	0%	+258.59%	加仓
15	AMZN	Amazon.com INC	—	-2.31%	减仓
16	MCD	Mcdonald's CORP	—	—	不变
17	INTU	Intuit INC	—	-1.24%	减仓
18	COST	Costco Wholesale CORP	—	-6.07%	减仓
19	ABT	Abbott Laboratories	—	—	不变
20	META	Meta Platforms Inc-class A	—	-6.96%	减仓
21	BNY	Bank Of New York Mellon CORP	—	—	不变
22	NVDA	Nvidia CORP	—	—	不变
23	DG	Dollar General CORP	—	-5.33%	减仓
24	XOM	Exxon Mobil CORP	—	—	不变
25	JNJ	Johnson & Johnson	—	—	不变
26	EL	Estee Lauder Companies-cl A	—	—	不变
27	RTX	Rtx CORP	—	-13.19%	减仓
28	UNP	Union Pacific CORP	—	—	不变
29	PM	Philip Morris International	—	—	不变
30	KEY	Keycorp	—	-5.31%	减仓
31	WEC	Wec Energy Group INC	—	-5.58%	减仓
32	ILMN	Illumina INC	0%	—	不变
33	PYPL	Paypal Holdings INC	0%	-6.05%	减仓
34	MDLZ	Mondelez International Inc-a	0%	-49.54%	减仓
35	V	Visa Inc-class A Shares	0%	-5.37%	减仓
36	HON	Honeywell International INC	-0.1%	-95.49%	减仓
37	TSCO	Tractor Supply Company	-0.1%	-0.28%	减仓
38	ALGN	Align Technology INC	-0.2%	-11.42%	减仓
39	GOOG	Alphabet Inc-cl C	-0.2%	-0.59%	减仓
40	GOOGL	Alphabet Inc-cl A	-0.2%	-0.26%	减仓
41	UNH	Unitedhealth Group INC	-0.4%	+1.20%	加仓
42	ADP	Automatic Data Processing	-0.6%	+3.16%	加仓
43	MSFT	Microsoft CORP	-1.1%	-4.20%	减仓
44	BRK-B	Berkshire Hathaway Inc-cl B	-3.5%	-70.98%	减仓
45	SPGI	S&p Global INC	—	NEW	新建仓
46	KO	Coca-cola Co/the	—	EXIT	清仓
47	ATVIEUR	Activision Blizzard INC	—	EXIT	清仓
48	BAC	Bank Of America CORP	—	EXIT	清仓
49	PFE	Pfizer INC	—	EXIT	清仓
50	BR	Broadridge Financial Solutio	—	EXIT	清仓

Veritas Investment Management LLP — Q3 2020 13F 持股

CIK: 0001576707

申报总市值

—

← 返回最新季度

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	MSFT	Microsoft CORP	股票-科技	9.23%	-9.23%	EXIT
2	UNH	Unitedhealth Group INC	股票-医疗保健	9.19%	-9.19%	EXIT
3	TMO	Thermo Fisher Scientific INC	股票-医疗保健	9.05%	-9.05%	EXIT
4	✓	Laboratory CORP Amer Hldgs	股票-其他	8.25%	-8.25%	EXIT
5	CERNCHF	Cerner CORP	股票-其他	7.63%	-7.63%	EXIT
6	MA	Mastercard INC - A	股票-金融	7.63%	-7.63%	EXIT
7	FISV	Fiserv INC	股票-其他	5.15%	-5.15%	EXIT
8	HAS	Hasbro INC	股票-周期性消费	5.00%	-5.00%	EXIT
9	TSCO	Tractor Supply Company	股票-周期性消费	4.89%	-4.89%	EXIT
10	MRSH	Marsh & Mclennan Cos	股票-金融	4.37%	-4.37%	EXIT
11	APH	Amphenol Corp-cl A	股票-科技	4.34%	-4.34%	EXIT
12	XYL	Xylem INC	股票-工业	4.18%	-4.18%	EXIT
13	AVY	Avery Dennison CORP	股票-周期性消费	4.10%	-4.10%	EXIT
14	ALGN	Align Technology INC	股票-医疗保健	4.03%	-4.03%	EXIT
15	ADP	Automatic Data Processing	股票-科技	3.96%	-3.96%	EXIT
16	GOOG	Alphabet Inc-cl C	股票-通信服务	2.98%	-2.98%	EXIT
17	GOOGL	Alphabet Inc-cl A	股票-通信服务	2.97%	-2.97%	EXIT
18	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.60%	-1.60%	EXIT
19	AMZN	Amazon.com INC	股票-周期性消费	0.18%	-0.18%	EXIT
20	AAPL	Apple INC	股票-科技	0.14%	-0.14%	EXIT
21	INTU	Intuit INC	股票-科技	0.13%	-0.13%	EXIT
22	V	Visa Inc-class A Shares	股票-金融	0.11%	-0.11%	EXIT
23	NKE	Nike INC -cl B	股票-周期性消费	0.08%	-0.08%	EXIT
24	PYPL	Paypal Holdings INC	股票-金融	0.07%	-0.07%	EXIT
25	MCD	Mcdonald's CORP	股票-周期性消费	0.07%	-0.07%	EXIT
26	COST	Costco Wholesale CORP	股票-非周期性消费	0.07%	-0.07%	EXIT
27	ADBE	Adobe INC	股票-科技	0.06%	-0.06%	EXIT
28	DG	Dollar General CORP	股票-非周期性消费	0.05%	-0.05%	EXIT
29	META	Meta Platforms Inc-class A	股票-通信服务	0.04%	-0.04%	EXIT
30	ECL	Ecolab INC	股票-原材料	0.04%	-0.04%	EXIT
31	ILMN	Illumina INC	股票-医疗保健	0.04%	-0.04%	EXIT
32	AXP	American Express Co	股票-金融	0.03%	-0.03%	EXIT
33	WEC	Wec Energy Group INC	股票-公用事业	0.03%	-0.03%	EXIT
34	JNJ	Johnson & Johnson	股票-医疗保健	0.03%	-0.03%	EXIT
35	ABT	Abbott Laboratories	股票-医疗保健	0.02%	-0.02%	EXIT
36	NTRS	Northern Trust CORP	股票-金融	0.02%	-0.02%	EXIT
37	MCO	Moody's CORP	股票-金融	0.02%	-0.02%	EXIT
38	PM	Philip Morris International	股票-非周期性消费	0.02%	-0.02%	EXIT
39	SPGI	S&p Global INC	股票-金融	0.02%	-0.02%	EXIT
40	BNY	Bank Of New York Mellon CORP	股票-金融	0.02%	-0.02%	EXIT
41	KEY	Keycorp	股票-金融	0.02%	-0.02%	EXIT
42	YUSD	Alleghany CORP	股票-其他	0.01%	-0.01%	EXIT
43	EL	Estee Lauder Companies-cl A	股票-非周期性消费	0.01%	-0.01%	EXIT
44	HD	Home Depot INC	股票-周期性消费	0.01%	-0.01%	EXIT
45	EBAY	Ebay INC	股票-周期性消费	0.01%	-0.01%	EXIT
46	UNP	Union Pacific CORP	股票-工业	0.01%	-0.01%	EXIT
47	PAYX	Paychex INC	股票-科技	0.01%	-0.01%	EXIT
48	DIS	Walt Disney Co/the	股票-通信服务	0.01%	-0.01%	EXIT
49	CVS	Cvs Health CORP	股票-医疗保健	0.01%	-0.01%	EXIT
50	ABBV	Abbvie INC	股票-医疗保健	0.01%	-0.01%	EXIT

1–50 of 60

本季持股变动

Veritas Investment Management LLP 于截至 Q3 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	MRSH	Marsh & Mclennan Cos	+4.4%	+125430.00%	加仓
2	XYL	Xylem INC	+0.6%	-0.23%	减仓
3	FISV	Fiserv INC	+0.5%	+16.68%	加仓
4	✓	Laboratory CORP Amer Hldgs	+0.4%	+2.54%	加仓
5	TMO	Thermo Fisher Scientific INC	+0.3%	-5.85%	减仓
6	AVY	Avery Dennison CORP	+0.1%	+2.71%	加仓
7	APH	Amphenol Corp-cl A	+0.1%	+0.57%	加仓
8	MA	Mastercard INC - A	+0.1%	-2.27%	减仓
9	HAS	Hasbro INC	0%	+1.31%	加仓
10	CERNCHF	Cerner CORP	0%	+5.63%	加仓
11	MCO	Moody's CORP	0%	+360.38%	加仓
12	NKE	Nike INC -cl B	0%	—	不变
13	AXP	American Express Co	0%	+89.67%	加仓
14	AAPL	Apple INC	0%	+258.59%	加仓
15	AMZN	Amazon.com INC	—	-2.31%	减仓
16	MCD	Mcdonald's CORP	—	—	不变
17	INTU	Intuit INC	—	-1.24%	减仓
18	COST	Costco Wholesale CORP	—	-6.07%	减仓
19	ABT	Abbott Laboratories	—	—	不变
20	META	Meta Platforms Inc-class A	—	-6.96%	减仓
21	BNY	Bank Of New York Mellon CORP	—	—	不变
22	NVDA	Nvidia CORP	—	—	不变
23	DG	Dollar General CORP	—	-5.33%	减仓
24	XOM	Exxon Mobil CORP	—	—	不变
25	JNJ	Johnson & Johnson	—	—	不变
26	EL	Estee Lauder Companies-cl A	—	—	不变
27	RTX	Rtx CORP	—	-13.19%	减仓
28	UNP	Union Pacific CORP	—	—	不变
29	PM	Philip Morris International	—	—	不变
30	KEY	Keycorp	—	-5.31%	减仓
31	WEC	Wec Energy Group INC	—	-5.58%	减仓
32	ILMN	Illumina INC	0%	—	不变
33	PYPL	Paypal Holdings INC	0%	-6.05%	减仓
34	MDLZ	Mondelez International Inc-a	0%	-49.54%	减仓
35	V	Visa Inc-class A Shares	0%	-5.37%	减仓
36	HON	Honeywell International INC	-0.1%	-95.49%	减仓
37	TSCO	Tractor Supply Company	-0.1%	-0.28%	减仓
38	ALGN	Align Technology INC	-0.2%	-11.42%	减仓
39	GOOG	Alphabet Inc-cl C	-0.2%	-0.59%	减仓
40	GOOGL	Alphabet Inc-cl A	-0.2%	-0.26%	减仓
41	UNH	Unitedhealth Group INC	-0.4%	+1.20%	加仓
42	ADP	Automatic Data Processing	-0.6%	+3.16%	加仓
43	MSFT	Microsoft CORP	-1.1%	-4.20%	减仓
44	BRK-B	Berkshire Hathaway Inc-cl B	-3.5%	-70.98%	减仓
45	SPGI	S&p Global INC	—	NEW	新建仓
46	KO	Coca-cola Co/the	—	EXIT	清仓
47	ATVIEUR	Activision Blizzard INC	—	EXIT	清仓
48	BAC	Bank Of America CORP	—	EXIT	清仓
49	PFE	Pfizer INC	—	EXIT	清仓
50	BR	Broadridge Financial Solutio	—	EXIT	清仓