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
-$2.16M
(-0.1%)
Holding
207
Top Buys
| 1 | +$8.91B | |
| 2 | +$45M | |
| 3 | +$9.84M | |
| 4 |
SharkNinja
SN
|
+$7.92M |
| 5 |
Rocket Companies
RKT
|
+$2.27M |
Top Sells
| 1 | +$41.8M | |
| 2 | +$9.54M | |
| 3 | +$6.74M | |
| 4 |
RELX
RELX
|
+$6.32M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$5.95M |
Sector Composition
| 1 | Technology | 37.9% |
| 2 | Industrials | 15.46% |
| 3 | Healthcare | 15.41% |
| 4 | Consumer Discretionary | 10.48% |
| 5 | Communication Services | 9.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Costco
COST
$446B
| $9.13M | 0.43% |
10,592
-92
|
|
||
|
52
Berkshire Hathaway Class A
BRK.A
$1.01T
| $9.02M | 0.42% |
11,935
+11,932
|
|
||
53
Advanced Micro Devices
AMD
$464B
| $7.72M | 0.36% |
36,034
-668
|
|
||
54
Becton Dickinson
BDX
$44.6B
| $7.19M | 0.34% |
37,071
-35,409
|
|
||
55
AbbVie
ABBV
$363B
| $6.57M | 0.31% |
28,750
+680
|
|
||
56
Eli Lilly
LLY
$807B
| $6.51M | 0.31% |
6,062
-116
|
|
||
57
CRISPR Therapeutics
CRSP
$5.33B
| $6.11M | 0.29% |
116,514
+3,514
|
|
||
58
Visa
V
$596B
| $5.82M | 0.27% |
16,604
-145
|
|
||
59
Thermo Fisher Scientific
TMO
$195B
| $5.33M | 0.25% |
9,190
-201
|
|
||
60
Canadian National Railway
CNI
$67.4B
| $5.03M | 0.24% |
50,920
-1,375
|
|
||
61
Descartes Systems
DSGX
$6.53B
| $4.61M | 0.22% |
52,600
-2,660
|
|
||
62
State Street SPDR S&P 500 ETF Trust
SPY
$714B
| $4.46M | 0.21% |
6,548
+294
|
|
||
63
Oracle
ORCL
$521B
| $3.79M | 0.18% |
19,448
-947
|
|
||
64
Vanguard Growth ETF
VUG
$34.6B
| $3.13M | 0.15% |
6,408
+210
|
|
||
65
Union Pacific
UNP
$149B
| $3M | 0.14% |
12,989
-98
|
|
||
66
Amgen
AMGN
$186B
| $3M | 0.14% |
9,157
+266
|
|
||
67
McDonald's
MCD
$215B
| $2.97M | 0.14% |
9,725
-1,071
|
|
||
68
Merck
MRK
$278B
| $2.43M | 0.11% |
23,092
-184
|
|
||
69
PepsiCo
PEP
$212B
| $2.33M | 0.11% |
16,250
-646
|
|
||
70
Enovix
ENVX
$1.42B
| $2.27M | 0.11% |
310,564
-19,797
|
|
||
71
Tyler Technologies
TYL
$14.5B
| $2.16M | 0.1% |
4,755
+125
|
|
||
72
Vanguard Dividend Appreciation ETF
VIG
$104B
| $2.09M | 0.1% |
9,514
-389
|
|
||
73
Equifax
EFX
$23.2B
| $1.87M | 0.09% |
8,612
|
|
||
74
NextEra Energy
NEE
$189B
| $1.66M | 0.08% |
20,687
-293
|
|
||
75
Honeywell
HON
$141B
| $1.63M | 0.08% |
8,331
-1,302
|
|