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
$1.76B
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$9.96M
3 +$6.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.56M
5
ALC icon
Alcon
ALC
+$5.29M

Top Sells

1 +$57.6M
2 +$19.1M
3 +$11.7M
4
CNI icon
Canadian National Railway
CNI
+$9.86M
5
NVDA icon
NVIDIA
NVDA
+$8.36M

Sector Composition

1 Technology 34.37%
2 Healthcare 19.6%
3 Industrials 17.79%
4 Consumer Discretionary 9.2%
5 Communication Services 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$23.3M 1.32%
261,143
+59,331
27
$22.1M 1.25%
111,478
+4,453
28
$21.9M 1.24%
294,395
+17,923
29
$21.8M 1.24%
251,582
+5,670
30
$21M 1.19%
141,509
+2,093
31
$19.9M 1.13%
42,461
+11,860
32
$19.6M 1.12%
276,853
+87,441
33
$19.3M 1.1%
111,591
+8,981
34
$19M 1.08%
55,162
+2,935
35
$17.6M 1%
223,679
-821
36
$17.2M 0.98%
375,599
+349,184
37
$14.7M 0.83%
208,112
+3,866
38
$13.2M 0.75%
90,561
-3,629
39
$12.2M 0.69%
114,342
-6,878
40
$12.1M 0.69%
146,678
+17,924
41
$11.8M 0.67%
72,514
-2,833
42
$11.6M 0.66%
11,332
+6
43
$9.96M 0.57%
+236,062
44
$9.58M 0.54%
11,273
+225
45
$8.2M 0.47%
9,052
-88
46
$6.68M 0.38%
91,977
+10,685
47
$6.28M 0.36%
244,707
+5,317
48
$6.22M 0.35%
36,267
-1,184
49
$6.19M 0.35%
114,673
+17,694
50
$5.85M 0.33%
77,560
-252,902