We are live on ! Find out more
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
+1.81%
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
$1.9B
AUM Growth
+$12.6M
Cap. Flow
+$11.7M
Cap. Flow %
0.61%
Top 10 Hldgs %
40.93%
Holding
211
New
8
Increased
46
Reduced
110
Closed
9

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$11.5M
2
ARM icon
Arm
ARM
+$7.56M
3
ABNB icon
Airbnb
ABNB
+$7.47M
4
HD icon
Home Depot
HD
+$6.71M
5
ULS icon
UL Solutions
ULS
+$5.42M

Top Sells

Rank Stock Value
1
APTV icon
Aptiv
APTV
+$7.27M
2
BDX icon
Becton Dickinson
BDX
+$6.62M
3
CNI icon
Canadian National Railway
CNI
+$6.06M
4
NVDA icon
NVIDIA
NVDA
+$4.92M
5
TSLA icon
Tesla
TSLA
+$4.62M

Sector Composition

Rank Sector Weight
1 Technology 35.16%
2 Healthcare 17.85%
3 Industrials 17.01%
4 Consumer Discretionary 10.34%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
51
AbbVie
ABBV
$440B
$5.99M 0.32%
33,693
+109
+0.3% +$20K
PRGO icon
52
Perrigo
PRGO
$1.76B
$5.78M 0.3%
224,871
-37,104
-14% -$975K
V icon
53
Visa
V
$671B
$5.61M 0.3%
17,758
-62
-0.3% -$18.6K
DSGX icon
54
Descartes Systems
DSGX
$6.65B
$5.6M 0.3%
49,330
+4,000
+9% +$446K
TMO icon
55
Thermo Fisher Scientific
TMO
$223B
$5.45M 0.29%
10,481
-73
-0.7% -$40.1K
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.09T
$5.2M 0.27%
11,466
-220
-2% -$102K
APTV icon
57
Aptiv
APTV
$10.1B
$4.6M 0.24%
76,045
-118,815
-61% -$7.27M
UL icon
58
Unilever
UL
$133B
$4.03M 0.21%
63,240
-1,618
-2% -$109K
SPY icon
59
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$3.97M 0.21%
6,778
-76
-1% -$44.8K
CRSP icon
60
CRISPR Therapeutics
CRSP
$5.22B
$3.85M 0.2%
97,687
-21,899
-18% -$1.03M
PEP icon
61
PepsiCo
PEP
$189B
$3.67M 0.19%
24,155
-1,553
-6% -$254K
MCD icon
62
McDonald's
MCD
$195B
$3.62M 0.19%
12,477
-81
-0.6% -$24.2K
ORCL icon
63
Oracle
ORCL
$442B
$3.5M 0.18%
21,031
-1,421
-6% -$252K
CHD icon
64
Church & Dwight Co
CHD
$24B
$3.36M 0.18%
32,104
-2,050
-6% -$216K
VUG icon
65
Vanguard Morningstar Growth ETF
VUG
$229B
$3.27M 0.17%
47,736
-876
-2% -$58.8K
SOFI icon
66
SoFi Technologies
SOFI
$23.2B
$3.18M 0.17%
206,639
+3,590
+2% +$46.6K
NXT icon
67
Nextpower Inc
NXT
$15.7B
$3.17M 0.17%
86,735
-3,723
-4% -$136K
UNP icon
68
Union Pacific
UNP
$174B
$3.06M 0.16%
13,402
-150
-1% -$35.5K
TYL icon
69
Tyler Technologies
TYL
$13B
$2.9M 0.15%
5,025
-100
-2% -$60.4K
MRK icon
70
Merck
MRK
$328B
$2.74M 0.14%
27,514
-2,263
-8% -$233K
AVGO icon
71
Broadcom
AVGO
$1.98T
$2.52M 0.13%
10,870
-260
-2% -$48.1K
AMGN icon
72
Amgen
AMGN
$225B
$2.46M 0.13%
9,440
-15
-0.2% -$4.45K
ENVX icon
73
Enovix
ENVX
$1.03B
$2.4M 0.13%
251,992
+28,721
+13% +$252K
VIG icon
74
Vanguard Dividend Appreciation ETF
VIG
$115B
$2.26M 0.12%
11,561
-11
-0.1% -$2.2K
EFX icon
75
Equifax
EFX
$21.2B
$2.19M 0.12%
8,612
– –
1 2
3
4 5

Similar funds

SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
MYAM
Meiji Yasuda Asset Management Tokyo, Japan $2B AUM 22.52% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
C
Consulta London, United Kingdom $2.01B AUM 16.82% 1-Year Est. Return

Reynders McVeigh Capital Management's Q4 2024 Portfolio in Review

As of Q4 2024, Reynders McVeigh Capital Management held 211 positions worth $1.9B, up 0.67% from $1.89B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Reynders McVeigh Capital Management's Q4 2024 filing shows 8 new, 46 increased, 110 reduced and 9 closed positions. Its largest new stake was Airbnb: 55,441 shares worth $7.29M. The largest sale was Aptiv, an estimated $7.27M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 33% a quarter earlier, followed by Healthcare and Industrials.

  • Reynders McVeigh Capital Management's largest Q4 2024 buy was Airbnb: 55,441 shares worth $7.29M.
  • Reynders McVeigh Capital Management added most to Salesforce in Q4 2024, an estimated $11.5M increase.
  • Reynders McVeigh Capital Management's biggest Q4 2024 reduction was Aptiv, cutting an estimated $7.27M.
  • Reynders McVeigh Capital Management fully exited Enphase Energy in Q4 2024, selling an estimated $3.59M.
  • Reynders McVeigh Capital Management's ten largest holdings make up 41% of its $1.9B portfolio in Q4 2024.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 9 in Q4 2024.
  • Reynders McVeigh Capital Management's portfolio value rose 0.67% quarter-over-quarter to $1.9B.

Based on Reynders McVeigh Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.