RMCM
Reynders McVeigh Capital Management Portfolio holdings
AUM
$2.13B
1-Year Est. Return
23.19%
1 Year Est. Return
+23.19%
AUM
$2.13B
AUM Growth
+$129M
(+6.5%)
Holding
203
Top Buys
| 1 | +$16.4M | |
| 2 | +$3.95M | |
| 3 | +$3.8M | |
| 4 |
IBM
IBM
|
+$3.68M |
| 5 |
Unilever
UL
|
+$2.87M |
Top Sells
| 1 | +$8.44M | |
| 2 | +$4.4M | |
| 3 | +$3.73M | |
| 4 |
Automatic Data Processing
ADP
|
+$2.56M |
| 5 |
Becton Dickinson
BDX
|
+$2.27M |
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 | |
|---|---|---|---|---|---|---|
51
Nextpower Inc
NXT
$12.9B
| $8.66M | 0.41% |
117,067
+6,331
|
|
||
52
CRISPR Therapeutics
CRSP
$4.94B
| $7.32M | 0.34% |
113,000
+1,569
|
|
||
|
GRAL
53
GRAIL Inc
GRAL
$3.86B
| $7.13M | 0.33% |
120,601
+12,346
|
|
||
54
AbbVie
ABBV
$396B
| $6.5M | 0.3% |
28,070
-1,470
|
|
||
55
Berkshire Hathaway Class B
BRK.B
$1.09T
| $5.95M | 0.28% |
11,839
+153
|
|
||
56
Advanced Micro Devices
AMD
$352B
| $5.94M | 0.28% |
36,702
-2,502
|
|
||
57
Oracle
ORCL
$576B
| $5.74M | 0.27% |
20,395
-1,072
|
|
||
58
Visa
V
$637B
| $5.72M | 0.27% |
16,749
-285
|
|
||
59
Descartes Systems
DSGX
$7.07B
| $5.21M | 0.24% |
55,260
+140
|
|
||
60
Canadian National Railway
CNI
$58.6B
| $4.93M | 0.23% |
52,295
-5,427
|
|
||
61
Eli Lilly
LLY
$945B
| $4.71M | 0.22% |
6,178
-996
|
|
||
62
Thermo Fisher Scientific
TMO
$218B
| $4.55M | 0.21% |
9,391
-319
|
|
||
|
FISV
63
Fiserv Inc
FISV
$34B
| $4.36M | 0.2% |
33,798
+3,273
|
|
||
64
SPDR S&P 500 ETF Trust
SPY
$697B
| $4.17M | 0.2% |
6,254
-166
|
|
||
65
Perrigo
PRGO
$1.9B
| $3.97M | 0.19% |
178,305
-197,488
|
|
||
66
SharkNinja
SN
$14.3B
| $3.8M | 0.18% |
+36,825
|
|
||
67
Enovix
ENVX
$1.63B
| $3.29M | 0.15% |
330,361
+32,841
|
|
||
68
McDonald's
MCD
$214B
| $3.28M | 0.15% |
10,796
-173
|
|
||
69
Union Pacific
UNP
$137B
| $3.09M | 0.15% |
13,087
|
|
||
70
Vanguard Growth ETF
VUG
$202B
| $2.97M | 0.14% |
6,198
|
|
||
71
Amgen
AMGN
$182B
| $2.51M | 0.12% |
8,891
-158
|
|
||
72
Tyler Technologies
TYL
$19.9B
| $2.42M | 0.11% |
4,630
-261
|
|
||
73
PepsiCo
PEP
$201B
| $2.37M | 0.11% |
16,896
-1,676
|
|
||
|
74
Berkshire Hathaway Class A
BRK.A
$1.09T
| $2.26M | 0.11% |
3
|
|
||
75
Equifax
EFX
$25.7B
| $2.21M | 0.1% |
8,612
|
|