RMCM
Reynders McVeigh Capital Management Portfolio holdings
AUM
$2.13B
1-Year Est. Return
25.25%
This Fund
S&P 500
1 Year Est. Return
+25.25%
AUM
$2.13B
AUM Growth
+$129M
(+6.5%)
Holding
203
Top Buys
| 1 | +$15.2M | |
| 2 | +$4.21M | |
| 3 | +$3.56M | |
| 4 |
IBM
IBM
|
+$3.41M |
| 5 |
Unilever
UL
|
+$2.97M |
Top Sells
| 1 | +$7.89M | |
| 2 | +$4.83M | |
| 3 | +$3.71M | |
| 4 |
Automatic Data Processing
ADP
|
+$2.62M |
| 5 |
Becton Dickinson
BDX
|
+$2.25M |
Sector Composition
| 1 | Technology | 38.07% |
| 2 | Industrials | 16.07% |
| 3 | Healthcare | 15.88% |
| 4 | Consumer Discretionary | 10.11% |
| 5 | Communication Services | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Salesforce
CRM
$171B
| $29.1M | 1.36% |
122,815
-510
|
|
||
27
McCormick & Company Non-Voting
MKC
$13.8B
| $27.5M | 1.29% |
410,462
+11,996
|
|
||
|
28
Automatic Data Processing
ADP
$82.3B
| $26M | 1.22% |
88,585
-8,710
|
|
||
29
Waste Management
WM
$91.4B
| $25.4M | 1.19% |
115,067
+2,375
|
|
||
30
Tesla
TSLA
$1.4T
| $25.1M | 1.18% |
56,434
-3,129
|
|
||
31
Alcon
ALC
$36.3B
| $24.7M | 1.16% |
332,087
-7,853
|
|
||
32
Uber
UBER
$144B
| $22.6M | 1.06% |
230,472
+8,170
|
|
||
33
Procter & Gamble
PG
$331B
| $21.9M | 1.03% |
142,456
-3,824
|
|
||
34
Vertex Pharmaceuticals
VRTX
$115B
| $21.7M | 1.02% |
55,350
+1,040
|
|
||
35
New York Times
NYT
$13.4B
| $20.8M | 0.98% |
362,584
-65,065
|
|
||
36
Broadcom
AVGO
$1.47T
| $19.9M | 0.93% |
60,228
+49,677
|
|
||
37
Arm
ARM
$164B
| $19.7M | 0.92% |
138,943
+1,345
|
|
||
38
Novo Nordisk
NVO
$162B
| $19M | 0.89% |
342,134
-21,755
|
|
||
|
39
Unilever
UL
$131B
| $17.7M | 0.83% |
265,165
+43,089
|
|
||
40
Applied Materials
AMAT
$269B
| $17.3M | 0.81% |
84,727
+8,994
|
|
||
41
Rocket Companies
RKT
$39.3B
| $16.8M | 0.79% |
868,376
+203,919
|
|
||
42
Airbnb
ABNB
$78.6B
| $16.7M | 0.78% |
137,578
+12,534
|
|
||
43
Johnson & Johnson
JNJ
$576B
| $14.6M | 0.68% |
78,597
+1,771
|
|
||
|
44
Becton Dickinson
BDX
$44.8B
| $13.6M | 0.64% |
72,480
-12,129
|
|
||
45
SoFi Technologies
SOFI
$20.2B
| $12.7M | 0.6% |
480,458
+77,053
|
|
||
46
ASML
ASML
$512B
| $11.2M | 0.53% |
11,615
-240
|
|
||
47
Vertiv
VRT
$96.6B
| $11M | 0.51% |
72,634
-2,071
|
|
||
48
Interface
TILE
$1.46B
| $10.6M | 0.5% |
366,984
+44,347
|
|
||
49
Novartis
NVS
$286B
| $10.5M | 0.49% |
81,871
+8,214
|
|
||
50
Costco
COST
$435B
| $9.89M | 0.46% |
10,684
-302
|
|