RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$6.62M
2 +$6.18M
3 +$6.04M
4
ABNB icon
Airbnb
ABNB
+$5.36M
5
HD icon
Home Depot
HD
+$4.74M

Top Sells

1 +$10.2M
2 +$9.81M
3 +$9.62M
4
TSLA icon
Tesla
TSLA
+$6.39M
5
CNI icon
Canadian National Railway
CNI
+$5.86M

Sector Composition

1 Technology 33.15%
2 Healthcare 19.77%
3 Industrials 16.57%
4 Consumer Discretionary 9.94%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRM icon
26
Salesforce
CRM
$231B
$28M 1.56%
104,153
+24,667
WM icon
27
Waste Management
WM
$86.8B
$27.6M 1.54%
119,055
-4,880
CCK icon
28
Crown Holdings
CCK
$10.9B
$27.3M 1.52%
305,708
-1,241
GOOG icon
29
Alphabet (Google) Class C
GOOG
$3.07T
$26.7M 1.49%
171,069
-3,998
VRTX icon
30
Vertex Pharmaceuticals
VRTX
$107B
$25.9M 1.44%
53,336
+1,082
PG icon
31
Procter & Gamble
PG
$354B
$25.4M 1.42%
149,251
-2,268
NYT icon
32
New York Times
NYT
$9.15B
$23.5M 1.31%
474,052
-68,288
BDX icon
33
Becton Dickinson
BDX
$54.2B
$22.1M 1.24%
96,578
+4,521
TSLA icon
34
Tesla
TSLA
$1.46T
$18.7M 1.04%
72,086
-24,670
MDT icon
35
Medtronic
MDT
$123B
$18.5M 1.03%
205,452
-5,633
NET icon
36
Cloudflare
NET
$73.2B
$17.8M 0.99%
157,882
-745
UBER icon
37
Uber
UBER
$192B
$15.8M 0.88%
216,172
+84,809
JNJ icon
38
Johnson & Johnson
JNJ
$465B
$13.5M 0.75%
81,415
-4,105
ARM icon
39
Arm
ARM
$175B
$12.6M 0.71%
118,279
+27,664
ABNB icon
40
Airbnb
ABNB
$77.1B
$12M 0.67%
100,270
+44,829
COST icon
41
Costco
COST
$415B
$10.4M 0.58%
11,019
-336
NVS icon
42
Novartis
NVS
$254B
$8.51M 0.48%
76,358
-25,741
ASML icon
43
ASML
ASML
$400B
$7.86M 0.44%
11,859
+142
PRGO icon
44
Perrigo
PRGO
$2.97B
$7.83M 0.44%
279,066
+54,195
VRT icon
45
Vertiv
VRT
$66.4B
$7.78M 0.43%
107,785
-135,833
AMAT icon
46
Applied Materials
AMAT
$179B
$7.5M 0.42%
51,683
+41,652
FI icon
47
Fiserv
FI
$66.1B
$7.16M 0.4%
32,420
-1,716
CNI icon
48
Canadian National Railway
CNI
$59.7B
$6.91M 0.39%
70,893
-60,104
ABBV icon
49
AbbVie
ABBV
$406B
$6.75M 0.38%
32,223
-1,470
LLY icon
50
Eli Lilly
LLY
$720B
$6.55M 0.37%
7,930
-818