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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
CRM icon
26
Salesforce
CRM
$158B
$28M 1.56%
104,153
+24,667
+31% +$7.67M
WM icon
27
Waste Management
WM
$90.5B
$27.6M 1.54%
119,055
-4,880
-4% -$1.08M
CCK icon
28
Crown Holdings
CCK
$13.1B
$27.3M 1.52%
305,708
-1,241
-0.4% -$108K
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.19T
$26.7M 1.49%
171,069
-3,998
-2% -$732K
VRTX icon
30
Vertex Pharmaceuticals
VRTX
$133B
$25.9M 1.44%
53,336
+1,082
+2% +$504K
PG icon
31
Procter & Gamble
PG
$335B
$25.4M 1.42%
149,251
-2,268
-1% -$380K
NYT icon
32
New York Times
NYT
$10.3B
$23.5M 1.31%
474,052
-68,288
-13% -$3.43M
BDX icon
33
Becton Dickinson
BDX
$50B
$22.1M 1.24%
96,578
+4,521
+5% +$1.05M
TSLA icon
34
Tesla
TSLA
$1.29T
$18.7M 1.04%
72,086
-24,670
-25% -$8.22M
MDT icon
35
Medtronic
MDT
$116B
$18.5M 1.03%
205,452
-5,633
-3% -$504K
NET icon
36
Cloudflare
NET
$111B
$17.8M 0.99%
157,882
-745
-0.5% -$98.8K
UBER icon
37
Uber
UBER
$154B
$15.8M 0.88%
216,172
+84,809
+65% +$6.11M
JNJ icon
38
Johnson & Johnson
JNJ
$629B
$13.5M 0.75%
81,415
-4,105
-5% -$642K
ARM icon
39
Arm
ARM
$290B
$12.6M 0.71%
118,279
+27,664
+31% +$3.86M
ABNB icon
40
Airbnb
ABNB
$108B
$12M 0.67%
100,270
+44,829
+81% +$6.01M
COST icon
41
Costco
COST
$421B
$10.4M 0.58%
11,019
-336
-3% -$328K
NVS icon
42
Novartis
NVS
$290B
$8.51M 0.48%
76,358
-25,741
-25% -$2.74M
ASML icon
43
ASML
ASML
$695B
$7.86M 0.44%
11,859
+142
+1% +$103K
PRGO icon
44
Perrigo
PRGO
$1.76B
$7.83M 0.44%
279,066
+54,195
+24% +$1.41M
VRT icon
45
Vertiv
VRT
$111B
$7.78M 0.43%
107,785
-135,833
-56% -$14.5M
AMAT icon
46
Applied Materials
AMAT
$435B
$7.5M 0.42%
51,683
+41,652
+415% +$7M
FISV
47
Fiserv Inc
FISV
$27.4B
$7.16M 0.4%
32,420
-1,716
-5% -$376K
CNI icon
48
Canadian National Railway
CNI
$76.4B
$6.91M 0.39%
70,893
-60,104
-46% -$6.08M
ABBV icon
49
AbbVie
ABBV
$440B
$6.75M 0.38%
32,223
-1,470
-4% -$286K
LLY icon
50
Eli Lilly
LLY
$1.09T
$6.55M 0.37%
7,930
-818
-9% -$681K
1
2
3 4 5

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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.