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
$1.63B
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1 +$3.35M
2 +$2.69M
3 +$2.39M
4
TMUS icon
T-Mobile US
TMUS
+$2.3M
5
ADI icon
Analog Devices
ADI
+$1.2M

Top Sells

1 +$3.87M
2 +$2.81M
3 +$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$946K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$847K

Sector Composition

1 Healthcare 25.57%
2 Technology 20.23%
3 Industrials 13.9%
4 Communication Services 11.84%
5 Consumer Discretionary 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$24.5M 1.5%
452,514
-3,461
27
$22.5M 1.38%
93,663
+3,624
28
$22.2M 1.36%
461,910
+21,268
29
$20.8M 1.27%
139,068
+3,314
30
$20.8M 1.27%
244,528
+11,283
31
$19M 1.16%
117,690
-1,424
32
$17.1M 1.05%
122,210
+545
33
$16.1M 0.98%
145,589
+8,021
34
$15.1M 0.92%
192,332
-4,991
35
$14.7M 0.9%
35,041
+407
36
$14.6M 0.89%
399,150
+12,080
37
$14.6M 0.89%
50,581
-80
38
$13.4M 0.82%
40,943
+430
39
$12.7M 0.78%
83,885
-18,640
40
$12.5M 0.77%
115,753
+11,055
41
$12.4M 0.76%
97,550
-30,482
42
$11.2M 0.69%
170,216
+9,729
43
$10.6M 0.65%
129,351
-630
44
$8.96M 0.55%
591,191
+177,376
45
$7.26M 0.44%
12,716
+189
46
$6.33M 0.39%
72,798
+1,693
47
$6.29M 0.39%
57,952
-6,641
48
$5.21M 0.32%
48,280
+306
49
$5M 0.31%
22,441
+748
50
$4.87M 0.3%
10,839
+323