RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2.13B
1-Year Est. Return 23.19%
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$3.95M
3
+$3.8M
4
IBM icon
IBM
IBM
+$3.68M
5
UL icon
Unilever
UL
+$2.87M

Top Sells

1
+$8.44M
2
+$4.4M
3
+$3.73M
4
ADP icon
Automatic Data Processing
ADP
+$2.56M
5
BDX icon
Becton Dickinson
BDX
+$2.27M

Sector Composition

1 Technology 38.07%
2 Industrials 16.07%
3 Healthcare 15.88%
4 Consumer Discretionary 10.11%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.42T
$197M 9.26%
1,058,355
-45,242
AAPL icon
2
Apple
AAPL
$4.22T
$123M 5.78%
484,141
-6,846
MSFT icon
3
Microsoft
MSFT
$3.66T
$99.5M 4.66%
192,040
+1,459
MA icon
4
Mastercard
MA
$497B
$78.7M 3.69%
138,416
+1,189
ROK icon
5
Rockwell Automation
ROK
$44B
$70.4M 3.3%
201,380
+2,311
APH icon
6
Amphenol
APH
$174B
$69M 3.23%
557,282
-12,530
ADI icon
7
Analog Devices
ADI
$133B
$63.4M 2.97%
258,077
+3,766
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.81T
$61.4M 2.88%
252,538
-5,842
ABT icon
9
Abbott
ABT
$220B
$56.1M 2.63%
419,036
+12,405
CARR icon
10
Carrier Global
CARR
$45.2B
$53.1M 2.49%
888,694
+27,987
XYL icon
11
Xylem
XYL
$33.9B
$51.5M 2.42%
349,366
+8,483
TMUS icon
12
T-Mobile US
TMUS
$234B
$50.2M 2.35%
209,592
-4,901
SYK icon
13
Stryker
SYK
$141B
$46.2M 2.17%
124,931
+4,164
TJX icon
14
TJX Companies
TJX
$167B
$45.2M 2.12%
312,851
+5,682
DHR icon
15
Danaher
DHR
$160B
$42.9M 2.01%
216,487
+1,699
GOOG icon
16
Alphabet (Google) Class C
GOOG
$3.81T
$41.8M 1.96%
171,572
+3,605
ATR icon
17
AptarGroup
ATR
$7.97B
$41.4M 1.94%
310,056
+12,280
ULS icon
18
UL Solutions
ULS
$18.1B
$41M 1.92%
578,311
+25,554
IBM icon
19
IBM
IBM
$286B
$39M 1.83%
138,287
+13,043
HD icon
20
Home Depot
HD
$351B
$37.6M 1.76%
92,881
+1,345
AMZN icon
21
Amazon
AMZN
$2.52T
$36.9M 1.73%
167,855
-8,595
VLTO icon
22
Veralto
VLTO
$25.3B
$33.7M 1.58%
316,243
+13,636
NET icon
23
Cloudflare
NET
$71.3B
$31.9M 1.5%
148,786
-8,092
RELX icon
24
RELX
RELX
$72.1B
$31.8M 1.49%
665,672
+44,229
CCK icon
25
Crown Holdings
CCK
$11.3B
$31.1M 1.46%
321,546
+17,184
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