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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
+14.94%
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
$2B
AUM Growth
+$212M
Cap. Flow
+$4.26M
Cap. Flow %
0.21%
Top 10 Hldgs %
39.9%
Holding
201
New
8
Increased
67
Reduced
103
Closed
6

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$24.8M
2
UL icon
Unilever
UL
+$10.8M
3
RKT icon
Rocket Companies
RKT
+$8.62M
4
CRM icon
Salesforce
CRM
+$5.13M
5
AMAT icon
Applied Materials
AMAT
+$3.81M

Top Sells

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$16.6M
2
NVDA icon
NVIDIA
NVDA
+$7.65M
3
ADP icon
Automatic Data Processing
ADP
+$4.64M
4
APTV icon
Aptiv
APTV
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.77M

Sector Composition

Rank Sector Weight
1 Technology 36.3%
2 Healthcare 17.84%
3 Industrials 16.88%
4 Consumer Discretionary 9.64%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKC icon
26
McCormick & Company Non-Voting
MKC
$14.2B
$30.2M 1.51%
398,466
+10,079
+3% +$755K
ALC icon
27
Alcon
ALC
$36.4B
$30M 1.5%
339,940
+5,885
+2% +$528K
ADP icon
28
Automatic Data Processing
ADP
$108B
$30M 1.5%
97,295
-15,105
-13% -$4.64M
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.19T
$29.8M 1.49%
167,967
-3,102
-2% -$513K
WM icon
30
Waste Management
WM
$90.7B
$25.8M 1.29%
112,692
-6,363
-5% -$1.48M
NVO
31
Novo Nordisk
NVO
$207B
$25.1M 1.25%
+363,889
New +$24.8M
VRTX icon
32
Vertex Pharmaceuticals
VRTX
$134B
$24.2M 1.21%
54,310
+974
+2% +$449K
NYT icon
33
New York Times
NYT
$10.3B
$23.9M 1.2%
427,649
-46,403
-10% -$2.46M
PG icon
34
Procter & Gamble
PG
$338B
$23.3M 1.16%
146,280
-2,971
-2% -$485K
ARM icon
35
Arm
ARM
$287B
$22.3M 1.11%
137,598
+19,319
+16% +$2.4M
UBER icon
36
Uber
UBER
$160B
$20.7M 1.04%
222,302
+6,130
+3% +$505K
TSLA icon
37
Tesla
TSLA
$1.31T
$18.9M 0.94%
59,563
-12,523
-17% -$3.77M
ABNB icon
38
Airbnb
ABNB
$111B
$16.5M 0.83%
125,044
+24,774
+25% +$3.14M
UL icon
39
Unilever
UL
$134B
$15.3M 0.76%
222,076
+153,476
+224% +$10.8M
BDX icon
40
Becton Dickinson
BDX
$49.4B
$14.6M 0.73%
84,609
-11,969
-12% -$2.19M
AMAT icon
41
Applied Materials
AMAT
$417B
$13.9M 0.69%
75,733
+24,050
+47% +$3.81M
JNJ icon
42
Johnson & Johnson
JNJ
$626B
$11.7M 0.59%
76,826
-4,589
-6% -$705K
COST icon
43
Costco
COST
$419B
$10.9M 0.54%
10,986
-33
-0.3% -$32.8K
PRGO icon
44
Perrigo
PRGO
$1.78B
$10M 0.5%
375,793
+96,727
+35% +$2.53M
VRT icon
45
Vertiv
VRT
$108B
$9.59M 0.48%
74,705
-33,080
-31% -$3.22M
ASML icon
46
ASML
ASML
$691B
$9.5M 0.47%
11,855
-4
-0% -$2.87K
RKT icon
47
Rocket Companies
RKT
$40.5B
$9.42M 0.47%
+664,457
New +$8.62M
NVS icon
48
Novartis
NVS
$294B
$8.91M 0.44%
73,657
-2,701
-4% -$304K
SOFI icon
49
SoFi Technologies
SOFI
$23.2B
$7.35M 0.37%
403,405
+67,799
+20% +$894K
TILE icon
50
Interface
TILE
$2.24B
$6.75M 0.34%
322,637
+25,265
+8% +$500K
1
2
3 4 5

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Reynders McVeigh Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Reynders McVeigh Capital Management held 201 positions worth $2B, up 12% from $1.79B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Reynders McVeigh Capital Management's Q2 2025 filing shows 8 new, 67 increased, 103 reduced and 6 closed positions. Its largest new stake was Novo Nordisk: 363,889 shares worth $25.1M. The largest sale was Medtronic, an estimated $16.6M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 33% a quarter earlier, followed by Healthcare and Industrials.

  • Reynders McVeigh Capital Management's largest Q2 2025 buy was Novo Nordisk: 363,889 shares worth $25.1M.
  • Reynders McVeigh Capital Management added most to Unilever in Q2 2025, an estimated $10.8M increase.
  • Reynders McVeigh Capital Management's biggest Q2 2025 reduction was Medtronic, cutting an estimated $16.6M.
  • Reynders McVeigh Capital Management fully exited Teradyne in Q2 2025, selling an estimated $1.26M.
  • Reynders McVeigh Capital Management's ten largest holdings make up 40% of its $2B portfolio in Q2 2025.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 6 in Q2 2025.
  • Reynders McVeigh Capital Management's portfolio value rose 12% quarter-over-quarter to $2B.

Based on Reynders McVeigh Capital Management's 13F filing for Q2 2025, filed 4 Sep 2025.