RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2.13B
1-Year Est. Return 25.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$8.91B
2
+$45M
3
+$9.84M
4
SN icon
SharkNinja
SN
+$7.92M
5
RKT icon
Rocket Companies
RKT
+$2.27M

Top Sells

1
+$41.8M
2
+$9.54M
3
+$6.74M
4
RELX icon
RELX
RELX
+$6.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.95M

Sector Composition

1 Technology 37.9%
2 Industrials 15.46%
3 Healthcare 15.41%
4 Consumer Discretionary 10.48%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.43T
$188M 8.82%
1,007,125
-51,230
AAPL icon
2
Apple
AAPL
$3.89T
$129M 6.04%
473,457
-10,684
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$3.71T
$129M 6.03%
410,164
+157,626
MSFT icon
4
Microsoft
MSFT
$2.96T
$93.5M 4.39%
193,371
+1,331
MA icon
5
Mastercard
MA
$465B
$78.6M 3.69%
137,746
-670
ROK icon
6
Rockwell Automation
ROK
$46.3B
$77M 3.61%
197,865
-3,515
APH icon
7
Amphenol
APH
$166B
$71.4M 3.35%
528,018
-29,264
ADI icon
8
Analog Devices
ADI
$172B
$69.2M 3.25%
255,045
-3,032
ABT icon
9
Abbott
ABT
$198B
$52.6M 2.47%
419,859
+823
DHR icon
10
Danaher
DHR
$146B
$48.5M 2.28%
211,926
-4,561
XYL icon
11
Xylem
XYL
$31.4B
$47.2M 2.22%
346,657
-2,709
TJX icon
12
TJX Companies
TJX
$178B
$46.8M 2.2%
304,685
-8,166
CARR icon
13
Carrier Global
CARR
$53.4B
$46.7M 2.19%
884,167
-4,527
ULS icon
14
UL Solutions
ULS
$16.8B
$45.5M 2.14%
577,117
-1,194
SYK icon
15
Stryker
SYK
$148B
$43.9M 2.06%
124,825
-106
TMUS icon
16
T-Mobile US
TMUS
$238B
$42.1M 1.98%
207,572
-2,020
IBM icon
17
IBM
IBM
$224B
$41.4M 1.94%
139,835
+1,548
AMZN icon
18
Amazon
AMZN
$2.24T
$38M 1.78%
164,705
-3,150
ATR icon
19
AptarGroup
ATR
$9.19B
$37.6M 1.76%
308,296
-1,760
CCK icon
20
Crown Holdings
CCK
$13.2B
$33.3M 1.56%
323,613
+2,067
VLTO icon
21
Veralto
VLTO
$24.1B
$32.2M 1.51%
322,413
+6,170
HD icon
22
Home Depot
HD
$369B
$30.7M 1.44%
89,102
-3,779
AVGO icon
23
Broadcom
AVGO
$1.51T
$30.4M 1.43%
87,749
+27,521
NET icon
24
Cloudflare
NET
$63.7B
$29.4M 1.38%
148,907
+121
CRM icon
25
Salesforce
CRM
$181B
$26.2M 1.23%
98,991
-23,824
1
2 3 4 5