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
$1.74B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$6.91M
3 +$6.69M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.04M
5
VLTO icon
Veralto
VLTO
+$5.08M

Top Sells

1 +$11.4M
2 +$6.34M
3 +$3.03M
4
SBUX icon
Starbucks
SBUX
+$2.84M
5
VEEV icon
Veeva Systems
VEEV
+$2.56M

Sector Composition

1 Technology 30.03%
2 Healthcare 24.33%
3 Industrials 16.75%
4 Consumer Discretionary 10.56%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$25M 1.44%
153,915
-1,187
27
$22.2M 1.28%
250,872
+57,325
28
$21.9M 1.26%
276,472
+37,431
29
$20.1M 1.16%
245,912
+81,908
30
$20M 1.15%
52,227
+581
31
$19.6M 1.13%
102,610
+7,681
32
$19.6M 1.13%
224,500
+10,403
33
$18.8M 1.08%
107,025
+5,087
34
$17.6M 1.01%
220,406
-38,030
35
$16.8M 0.97%
201,812
+83,021
36
$16.3M 0.94%
204,246
+24,502
37
$15.7M 0.91%
139,416
+1,341
38
$14.9M 0.86%
94,190
-1,837
39
$14.5M 0.84%
189,412
+158,994
40
$13.6M 0.78%
75,347
-2,010
41
$12.8M 0.74%
30,601
+14,460
42
$12.5M 0.72%
128,754
+32,199
43
$11.7M 0.68%
121,220
-3,885
44
$11M 0.63%
11,326
+146
45
$8.09M 0.47%
11,048
-167
46
$7.71M 0.44%
239,390
+19,523
47
$7.11M 0.41%
9,140
-1,167
48
$7.04M 0.41%
52,674
-104
49
$6.82M 0.39%
37,451
-3,446
50
$6.61M 0.38%
96,979
+4,931