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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
+7.41%
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
$2.13B
AUM Growth
+$129M
Cap. Flow
+$23.2M
Cap. Flow %
1.09%
Top 10 Hldgs %
40.9%
Holding
203
New
8
Increased
64
Reduced
100
Closed
2

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$15.2M
2
SN icon
SharkNinja
SN
+$4.21M
3
RKT icon
Rocket Companies
RKT
+$3.56M
4
IBM icon
IBM
IBM
+$3.41M
5
UL icon
Unilever
UL
+$2.97M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$7.89M
2
PRGO icon
Perrigo
PRGO
+$4.83M
3
NYT icon
New York Times
NYT
+$3.71M
4
ADP icon
Automatic Data Processing
ADP
+$2.62M
5
BDX icon
Becton Dickinson
BDX
+$2.25M

Sector Composition

Rank Sector Weight
1 Technology 38.06%
2 Industrials 16.07%
3 Healthcare 15.88%
4 Consumer Discretionary 10.12%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$157B
$29.1M 1.36%
122,815
-510
-0.4% -$129K
MKC icon
27
McCormick & Company Non-Voting
MKC
$14.3B
$27.5M 1.29%
410,462
+11,996
+3% +$840K
ADP icon
28
Automatic Data Processing
ADP
$106B
$26M 1.22%
88,585
-8,710
-9% -$2.62M
WM icon
29
Waste Management
WM
$90.7B
$25.4M 1.19%
115,067
+2,375
+2% +$535K
TSLA icon
30
Tesla
TSLA
$1.29T
$25.1M 1.18%
56,434
-3,129
-5% -$1.09M
ALC icon
31
Alcon
ALC
$35.7B
$24.7M 1.16%
332,087
-7,853
-2% -$655K
UBER icon
32
Uber
UBER
$154B
$22.6M 1.06%
230,472
+8,170
+4% +$764K
PG icon
33
Procter & Gamble
PG
$336B
$21.9M 1.03%
142,456
-3,824
-3% -$597K
VRTX icon
34
Vertex Pharmaceuticals
VRTX
$133B
$21.7M 1.02%
55,350
+1,040
+2% +$435K
NYT icon
35
New York Times
NYT
$10.3B
$20.8M 0.98%
362,584
-65,065
-15% -$3.71M
AVGO icon
36
Broadcom
AVGO
$1.99T
$19.9M 0.93%
60,228
+49,677
+471% +$15.2M
ARM icon
37
Arm
ARM
$293B
$19.7M 0.92%
138,943
+1,345
+1% +$196K
NVO
38
Novo Nordisk
NVO
$203B
$19M 0.89%
342,134
-21,755
-6% -$1.27M
UL icon
39
Unilever
UL
$133B
$17.7M 0.83%
265,165
+43,089
+19% +$2.97M
AMAT icon
40
Applied Materials
AMAT
$437B
$17.3M 0.81%
84,727
+8,994
+12% +$1.63M
RKT icon
41
Rocket Companies
RKT
$40B
$16.8M 0.79%
868,376
+203,919
+31% +$3.56M
ABNB icon
42
Airbnb
ABNB
$108B
$16.7M 0.78%
137,578
+12,534
+10% +$1.62M
JNJ icon
43
Johnson & Johnson
JNJ
$629B
$14.6M 0.68%
78,597
+1,771
+2% +$303K
BDX icon
44
Becton Dickinson
BDX
$49.7B
$13.6M 0.64%
72,480
-12,129
-14% -$2.25M
SOFI icon
45
SoFi Technologies
SOFI
$23.2B
$12.7M 0.6%
480,458
+77,053
+19% +$1.83M
ASML icon
46
ASML
ASML
$701B
$11.2M 0.53%
11,615
-240
-2% -$189K
VRT icon
47
Vertiv
VRT
$112B
$11M 0.51%
72,634
-2,071
-3% -$276K
TILE icon
48
Interface
TILE
$2.25B
$10.6M 0.5%
366,984
+44,347
+14% +$1.12M
NVS icon
49
Novartis
NVS
$290B
$10.5M 0.49%
81,871
+8,214
+11% +$1M
COST icon
50
Costco
COST
$421B
$9.89M 0.46%
10,684
-302
-3% -$289K
1
2
3 4 5

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Reynders McVeigh Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Reynders McVeigh Capital Management held 203 positions worth $2.13B, up 6.5% from $2B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.9%. Reynders McVeigh Capital Management opened 8 new positions and exited 2, leaving the 203-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 36% a quarter earlier, followed by Industrials and Healthcare.

  • Reynders McVeigh Capital Management's largest Q3 2025 buy was SharkNinja: 36,825 shares worth $3.8M.
  • Reynders McVeigh Capital Management added most to Broadcom in Q3 2025, an estimated $15.2M increase.
  • Reynders McVeigh Capital Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $7.89M.
  • Reynders McVeigh Capital Management fully exited DTE Energy in Q3 2025, selling an estimated $269K.
  • Reynders McVeigh Capital Management's ten largest holdings make up 41% of its $2.13B portfolio in Q3 2025.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 2 in Q3 2025.
  • Reynders McVeigh Capital Management's portfolio value rose 6.5% quarter-over-quarter to $2.13B.

Based on Reynders McVeigh Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.