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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
-1.99%
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
$1.79B
AUM Growth
-$109M
Cap. Flow
-$33.2M
Cap. Flow %
-1.85%
Top 10 Hldgs %
39.29%
Holding
204
New
2
Increased
52
Reduced
103
Closed
11

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$7.67M
2
AMAT icon
Applied Materials
AMAT
+$7M
3
UBER icon
Uber
UBER
+$6.11M
4
ABNB icon
Airbnb
ABNB
+$6.01M
5
HD icon
Home Depot
HD
+$5.04M

Top Sells

Rank Stock Value
1
VRT icon
Vertiv
VRT
+$14.5M
2
TER icon
Teradyne
TER
+$13.8M
3
NVDA icon
NVIDIA
NVDA
+$11.3M
4
TSLA icon
Tesla
TSLA
+$8.22M
5
CNI icon
Canadian National Railway
CNI
+$6.08M

Sector Composition

Rank Sector Weight
1 Technology 33.15%
2 Healthcare 19.77%
3 Industrials 16.57%
4 Consumer Discretionary 9.95%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.09T
$6.34M 0.35%
11,908
+442
+4% +$215K
V icon
52
Visa
V
$671B
$5.99M 0.33%
17,082
-676
-4% -$229K
TILE icon
53
Interface
TILE
$2.24B
$5.9M 0.33%
297,372
+20,904
+8% +$456K
DSGX icon
54
Descartes Systems
DSGX
$6.65B
$5.41M 0.3%
53,635
+4,305
+9% +$476K
AMD icon
55
Advanced Micro Devices
AMD
$788B
$5.07M 0.28%
49,298
-20,977
-30% -$2.33M
TMO icon
56
Thermo Fisher Scientific
TMO
$223B
$4.81M 0.27%
9,665
-816
-8% -$442K
UL icon
57
Unilever
UL
$133B
$4.6M 0.26%
68,600
+5,360
+8% +$346K
APTV icon
58
Aptiv
APTV
$10.1B
$4.41M 0.25%
74,063
-1,982
-3% -$126K
NXT icon
59
Nextpower Inc
NXT
$15.7B
$3.93M 0.22%
93,333
+6,598
+8% +$293K
SOFI icon
60
SoFi Technologies
SOFI
$23.2B
$3.9M 0.22%
335,606
+128,967
+62% +$1.86M
SPY icon
61
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$3.79M 0.21%
6,778
– –
CHD icon
62
Church & Dwight Co
CHD
$24B
$3.53M 0.2%
32,044
-60
-0.2% -$6.42K
CRSP icon
63
CRISPR Therapeutics
CRSP
$5.22B
$3.46M 0.19%
101,773
+4,086
+4% +$173K
MCD icon
64
McDonald's
MCD
$195B
$3.44M 0.19%
10,999
-1,478
-12% -$442K
PEP icon
65
PepsiCo
PEP
$189B
$3.27M 0.18%
21,832
-2,323
-10% -$346K
UNP icon
66
Union Pacific
UNP
$174B
$3.12M 0.17%
13,217
-185
-1% -$44.5K
VUG icon
67
Vanguard Morningstar Growth ETF
VUG
$229B
$2.96M 0.17%
47,808
+72
+0.2% +$4.86K
ORCL icon
68
Oracle
ORCL
$442B
$2.94M 0.16%
21,031
– –
AMGN icon
69
Amgen
AMGN
$225B
$2.93M 0.16%
9,394
-46
-0.5% -$13.6K
TYL icon
70
Tyler Technologies
TYL
$13B
$2.81M 0.16%
4,825
-200
-4% -$119K
GRAL
71
GRAIL Inc
GRAL
$3.08B
$2.64M 0.15%
103,363
+3,404
+3% +$105K
BRK.A icon
72
Berkshire Hathaway Class A
BRK.A
$1.09T
$2.4M 0.13%
+3
New +$2.19M
MRK icon
73
Merck
MRK
$328B
$2.36M 0.13%
26,303
-1,211
-4% -$113K
VIG icon
74
Vanguard Dividend Appreciation ETF
VIG
$115B
$2.23M 0.12%
11,475
-86
-0.7% -$17.1K
EFX icon
75
Equifax
EFX
$21.2B
$2.1M 0.12%
8,612
– –
1 2
3
4 5

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Reynders McVeigh Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Reynders McVeigh Capital Management held 204 positions worth $1.79B, down 5.7% from $1.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Reynders McVeigh Capital Management's Q1 2025 filing shows 2 new, 52 increased, 103 reduced and 11 closed positions. Its largest new stake was Berkshire Hathaway Class A: 3 shares worth $2.4M. The largest sale was Vertiv, an estimated $14.5M.

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

  • Reynders McVeigh Capital Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 3 shares worth $2.4M.
  • Reynders McVeigh Capital Management added most to Salesforce in Q1 2025, an estimated $7.67M increase.
  • Reynders McVeigh Capital Management's biggest Q1 2025 reduction was Vertiv, cutting an estimated $14.5M.
  • Reynders McVeigh Capital Management fully exited Invesco QQQ Trust in Q1 2025, selling an estimated $260K.
  • Reynders McVeigh Capital Management's ten largest holdings make up 39% of its $1.79B portfolio in Q1 2025.
  • Reynders McVeigh Capital Management opened 2 new positions and closed 11 in Q1 2025.
  • Reynders McVeigh Capital Management's portfolio value fell 5.7% quarter-over-quarter to $1.79B.

Based on Reynders McVeigh Capital Management's 13F filing for Q1 2025, filed 12 May 2025.