RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.18M
3
+$6.04M
4
ABNB icon
Airbnb
ABNB
+$5.36M
5
HD icon
Home Depot
HD
+$4.74M

Top Sells

1
+$10.2M
2
+$9.81M
3
+$9.62M
4
TSLA icon
Tesla
TSLA
+$6.39M
5
CNI icon
Canadian National Railway
CNI
+$5.86M

Sector Composition

1 Technology 33.15%
2 Healthcare 19.77%
3 Industrials 16.57%
4 Consumer Discretionary 9.94%
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
$1.06T
$6.34M 0.35%
11,908
+442
V icon
52
Visa
V
$664B
$5.99M 0.33%
17,082
-676
TILE icon
53
Interface
TILE
$1.59B
$5.9M 0.33%
297,372
+20,904
DSGX icon
54
Descartes Systems
DSGX
$8.27B
$5.41M 0.3%
53,635
+4,305
AMD icon
55
Advanced Micro Devices
AMD
$378B
$5.07M 0.28%
49,298
-20,977
TMO icon
56
Thermo Fisher Scientific
TMO
$204B
$4.81M 0.27%
9,665
-816
UL icon
57
Unilever
UL
$155B
$4.6M 0.26%
77,175
+6,030
APTV icon
58
Aptiv
APTV
$18B
$4.41M 0.25%
74,063
-1,982
NXT icon
59
Nextracker
NXT
$12.9B
$3.93M 0.22%
93,333
+6,598
SOFI icon
60
SoFi Technologies
SOFI
$31.8B
$3.9M 0.22%
335,606
+128,967
SPY icon
61
SPDR S&P 500 ETF Trust
SPY
$660B
$3.79M 0.21%
6,778
CHD icon
62
Church & Dwight Co
CHD
$21.6B
$3.53M 0.2%
32,044
-60
CRSP icon
63
CRISPR Therapeutics
CRSP
$6.29B
$3.46M 0.19%
101,773
+4,086
MCD icon
64
McDonald's
MCD
$220B
$3.44M 0.19%
10,999
-1,478
PEP icon
65
PepsiCo
PEP
$210B
$3.27M 0.18%
21,832
-2,323
UNP icon
66
Union Pacific
UNP
$134B
$3.12M 0.17%
13,217
-185
VUG icon
67
Vanguard Growth ETF
VUG
$195B
$2.96M 0.17%
7,968
+12
ORCL icon
68
Oracle
ORCL
$830B
$2.94M 0.16%
21,031
AMGN icon
69
Amgen
AMGN
$161B
$2.93M 0.16%
9,394
-46
TYL icon
70
Tyler Technologies
TYL
$21.9B
$2.81M 0.16%
4,825
-200
GRAL
71
GRAIL Inc
GRAL
$2.81B
$2.64M 0.15%
103,363
+3,404
BRK.A icon
72
Berkshire Hathaway Class A
BRK.A
$1.06T
$2.4M 0.13%
+3
MRK icon
73
Merck
MRK
$212B
$2.36M 0.13%
26,303
-1,211
VIG icon
74
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$2.23M 0.12%
11,475
-86
EFX icon
75
Equifax
EFX
$28B
$2.1M 0.12%
8,612
1 2
3
4 5