RMCM
Reynders McVeigh Capital Management Portfolio holdings
AUM
$2.13B
1-Year Est. Return
23.19%
1 Year Est. Return
+23.19%
AUM
$2B
AUM Growth
+$212M
(+12%)
Holding
201
Top Buys
| 1 | +$25.1M | |
| 2 | +$10.6M | |
| 3 | +$9.42M | |
| 4 |
Salesforce
CRM
|
+$5.23M |
| 5 |
Applied Materials
AMAT
|
+$4.4M |
Top Sells
| 1 | +$17.1M | |
| 2 | +$9.61M | |
| 3 | +$4.66M | |
| 4 |
Aptiv
APTV
|
+$4.64M |
| 5 |
Vertiv
VRT
|
+$4.25M |
Sector Composition
| 1 | Technology | 36.3% |
| 2 | Healthcare | 17.84% |
| 3 | Industrials | 16.88% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
McCormick & Company Non-Voting
MKC
$17.6B
| $30.2M | 1.51% |
398,466
+10,079
|
|
||
27
Alcon
ALC
$38.9B
| $30M | 1.5% |
339,940
+5,885
|
|
||
28
Automatic Data Processing
ADP
$104B
| $30M | 1.5% |
97,295
-15,105
|
|
||
29
Alphabet (Google) Class C
GOOG
$3.81T
| $29.8M | 1.49% |
167,967
-3,102
|
|
||
30
Waste Management
WM
$86.4B
| $25.8M | 1.29% |
112,692
-6,363
|
|
||
31
Novo Nordisk
NVO
$211B
| $25.1M | 1.25% |
+363,889
|
|
||
32
Vertex Pharmaceuticals
VRTX
$110B
| $24.2M | 1.21% |
54,310
+974
|
|
||
33
New York Times
NYT
$10.4B
| $23.9M | 1.2% |
427,649
-46,403
|
|
||
34
Procter & Gamble
PG
$341B
| $23.3M | 1.16% |
146,280
-2,971
|
|
||
35
Arm
ARM
$145B
| $22.3M | 1.11% |
137,598
+19,319
|
|
||
36
Uber
UBER
$182B
| $20.7M | 1.04% |
222,302
+6,130
|
|
||
37
Tesla
TSLA
$1.43T
| $18.9M | 0.94% |
59,563
-12,523
|
|
||
38
Airbnb
ABNB
$71.9B
| $16.5M | 0.83% |
125,044
+24,774
|
|
||
39
Unilever
UL
$146B
| $15.3M | 0.76% |
249,835
+172,660
|
|
||
40
Becton Dickinson
BDX
$54.4B
| $14.6M | 0.73% |
84,609
-11,969
|
|
||
|
41
Applied Materials
AMAT
$211B
| $13.9M | 0.69% |
75,733
+24,050
|
|
||
42
Johnson & Johnson
JNJ
$495B
| $11.7M | 0.59% |
76,826
-4,589
|
|
||
43
Costco
COST
$409B
| $10.9M | 0.54% |
10,986
-33
|
|
||
44
Perrigo
PRGO
$1.87B
| $10M | 0.5% |
375,793
+96,727
|
|
||
|
45
Vertiv
VRT
$69.2B
| $9.59M | 0.48% |
74,705
-33,080
|
|
||
46
ASML
ASML
$430B
| $9.5M | 0.47% |
11,855
-4
|
|
||
47
Rocket Companies
RKT
$55.6B
| $9.42M | 0.47% |
+664,457
|
|
||
48
Novartis
NVS
$254B
| $8.91M | 0.44% |
73,657
-2,701
|
|
||
49
SoFi Technologies
SOFI
$35.6B
| $7.35M | 0.37% |
403,405
+67,799
|
|
||
50
Interface
TILE
$1.62B
| $6.75M | 0.34% |
322,637
+25,265
|
|