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RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $1.98B
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
-1.99%
1 Year Est. Return
+23.37%
3 Year Est. Return
+85.22%
5 Year Est. Return
+113.19%
10 Year Est. Return
+523.93%
AUM
$1.79B
AUM Growth
-$109M
Cap. Flow
-$33.2M
Cap. Flow %
-1.85%
Top 10 Hldgs %
39.29%
Holding
204
New
2
Increased
52
Reduced
103
Closed
11

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$7.67M
2
AMAT icon
Applied Materials
AMAT
+$7M
3
UBER icon
Uber
UBER
+$6.11M
4
ABNB icon
Airbnb
ABNB
+$6.01M
5
HD icon
Home Depot
HD
+$5.04M

Top Sells

Rank Stock Value
1
VRT icon
Vertiv
VRT
+$14.5M
2
TER icon
Teradyne
TER
+$13.8M
3
NVDA icon
NVIDIA
NVDA
+$11.3M
4
TSLA icon
Tesla
TSLA
+$8.22M
5
CNI icon
Canadian National Railway
CNI
+$6.08M

Sector Composition

Rank Sector Weight
1 Technology 33.15%
2 Healthcare 19.77%
3 Industrials 16.57%
4 Consumer Discretionary 9.95%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
176
Palo Alto Networks
PANW
$315B
$261K 0.01%
1,532
+8
+0.5% +$1.48K
RPM icon
177
RPM International
RPM
$14.7B
$260K 0.01%
2,250
– –
EGP icon
178
EastGroup Properties
EGP
$10.9B
$255K 0.01%
1,450
– –
MMM icon
179
3M
MMM
$94.8B
$240K 0.01%
1,633
-89
-5% -$13.1K
T icon
180
AT&T
T
$166B
$235K 0.01%
+8,302
New +$209K
KR icon
181
Kroger
KR
$34.3B
$233K 0.01%
3,439
– –
RSP icon
182
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$232K 0.01%
1,341
-99
-7% -$17.6K
CSL icon
183
Carlisle Companies
CSL
$15.2B
$231K 0.01%
677
+13
+2% +$4.66K
VZ icon
184
Verizon
VZ
$195B
$230K 0.01%
5,072
-800
-14% -$33.3K
SNA icon
185
Snap-on
SNA
$21.1B
$219K 0.01%
650
– –
QCOM icon
186
Qualcomm
QCOM
$171B
$216K 0.01%
1,409
-697
-33% -$114K
FDX icon
187
FedEx
FDX
$77.3B
$208K 0.01%
855
-34
-4% -$8.81K
TEL icon
188
TE Connectivity
TEL
$62B
$208K 0.01%
1,472
– –
WAT icon
189
Waters Corp
WAT
$40.9B
$204K 0.01%
553
+8
+1% +$3.1K
CVX icon
190
Chevron
CVX
$386B
$203K 0.01%
1,212
-200
-14% -$31.3K
ANET icon
191
Arista Networks
ANET
$265B
$200K 0.01%
2,582
-26
-1% -$2.64K
AUR icon
192
Aurora
AUR
$13.5B
$149K 0.01%
22,178
– –
ERIC icon
193
Ericsson
ERIC
$33.4B
$89K 0.01%
11,504
– –
BA icon
194
Boeing
BA
$183B
– –
-1,150
Closed -$204K
CMG icon
195
Chipotle Mexican Grill
CMG
$41.3B
– –
-3,350
Closed -$202K
DELL icon
196
Dell
DELL
$313B
– –
-2,128
Closed -$245K
HASI icon
197
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.37B
– –
-8,836
Closed -$237K
IWM icon
198
iShares Russell 2000 ETF
IWM
$82.2B
– –
-939
Closed -$207K
OTIS icon
199
Otis Worldwide
OTIS
$28.2B
– –
-2,247
Closed -$208K
PLD icon
200
Prologis
PLD
$134B
– –
-2,109
Closed -$223K
5 6 7
8
9

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Reynders McVeigh Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Reynders McVeigh Capital Management held 204 positions worth $1.79B, down 5.7% from $1.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Reynders McVeigh Capital Management's Q1 2025 filing shows 2 new, 52 increased, 103 reduced and 11 closed positions. Its largest new stake was Berkshire Hathaway Class A: 3 shares worth $2.4M. The largest sale was Vertiv, an estimated $14.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Healthcare and Industrials.

  • Reynders McVeigh Capital Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 3 shares worth $2.4M.
  • Reynders McVeigh Capital Management added most to Salesforce in Q1 2025, an estimated $7.67M increase.
  • Reynders McVeigh Capital Management's biggest Q1 2025 reduction was Vertiv, cutting an estimated $14.5M.
  • Reynders McVeigh Capital Management fully exited Invesco QQQ Trust in Q1 2025, selling an estimated $260K.
  • Reynders McVeigh Capital Management's ten largest holdings make up 39% of its $1.79B portfolio in Q1 2025.
  • Reynders McVeigh Capital Management opened 2 new positions and closed 11 in Q1 2025.
  • Reynders McVeigh Capital Management's portfolio value fell 5.7% quarter-over-quarter to $1.79B.

Based on Reynders McVeigh Capital Management's 13F filing for Q1 2025, filed 12 May 2025.