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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
+14.94%
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
$2B
AUM Growth
+$212M
Cap. Flow
+$4.26M
Cap. Flow %
0.21%
Top 10 Hldgs %
39.9%
Holding
201
New
8
Increased
67
Reduced
103
Closed
6

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$24.8M
2
UL icon
Unilever
UL
+$10.8M
3
RKT icon
Rocket Companies
RKT
+$8.62M
4
CRM icon
Salesforce
CRM
+$5.13M
5
AMAT icon
Applied Materials
AMAT
+$3.81M

Top Sells

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$16.6M
2
NVDA icon
NVIDIA
NVDA
+$7.65M
3
ADP icon
Automatic Data Processing
ADP
+$4.64M
4
APTV icon
Aptiv
APTV
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.77M

Sector Composition

Rank Sector Weight
1 Technology 36.3%
2 Healthcare 17.84%
3 Industrials 16.88%
4 Consumer Discretionary 9.64%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
51
Visa
V
$670B
$6.05M 0.3%
17,034
-48
-0.3% -$16.7K
NXT icon
52
Nextpower Inc
NXT
$16B
$6.02M 0.3%
110,736
+17,403
+19% +$873K
CNI icon
53
Canadian National Railway
CNI
$76.3B
$6M 0.3%
57,722
-13,171
-19% -$1.34M
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.09T
$5.68M 0.28%
11,686
-222
-2% -$113K
DSGX icon
55
Descartes Systems
DSGX
$6.61B
$5.6M 0.28%
55,120
+1,485
+3% +$157K
LLY icon
56
Eli Lilly
LLY
$1.09T
$5.59M 0.28%
7,174
-756
-10% -$587K
GRAL
57
GRAIL Inc
GRAL
$3.25B
$5.57M 0.28%
108,255
+4,892
+5% +$177K
AMD icon
58
Advanced Micro Devices
AMD
$797B
$5.56M 0.28%
39,204
-10,094
-20% -$1.1M
ABBV icon
59
AbbVie
ABBV
$441B
$5.48M 0.27%
29,540
-2,683
-8% -$499K
CRSP icon
60
CRISPR Therapeutics
CRSP
$5.2B
$5.42M 0.27%
111,431
+9,658
+9% +$374K
FISV
61
Fiserv Inc
FISV
$27.1B
$5.26M 0.26%
30,525
-1,895
-6% -$344K
ORCL icon
62
Oracle
ORCL
$430B
$4.69M 0.23%
21,467
+436
+2% +$70.4K
SPY icon
63
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$3.97M 0.2%
6,420
-358
-5% -$205K
TMO icon
64
Thermo Fisher Scientific
TMO
$222B
$3.94M 0.2%
9,710
+45
+0.5% +$18.8K
MCD icon
65
McDonald's
MCD
$194B
$3.21M 0.16%
10,969
-30
-0.3% -$9.25K
UNP icon
66
Union Pacific
UNP
$174B
$3.01M 0.15%
13,087
-130
-1% -$28.9K
AVGO icon
67
Broadcom
AVGO
$1.99T
$2.91M 0.15%
10,551
-234
-2% -$50.8K
TYL icon
68
Tyler Technologies
TYL
$12.9B
$2.9M 0.14%
4,891
+66
+1% +$37.4K
VUG icon
69
Vanguard Morningstar Growth ETF
VUG
$229B
$2.72M 0.14%
37,188
-10,620
-22% -$699K
ENVX icon
70
Enovix
ENVX
$1.04B
$2.69M 0.13%
297,520
+29,817
+11% +$194K
AMGN icon
71
Amgen
AMGN
$225B
$2.53M 0.13%
9,049
-345
-4% -$97.7K
PEP icon
72
PepsiCo
PEP
$188B
$2.45M 0.12%
18,572
-3,260
-15% -$439K
EFX icon
73
Equifax
EFX
$21.2B
$2.23M 0.11%
8,612
– –
BRK.A icon
74
Berkshire Hathaway Class A
BRK.A
$1.09T
$2.19M 0.11%
3
– –
HON icon
75
Honeywell
HON
$73.3B
$2.11M 0.11%
9,634
+252
+3% +$51K
1 2
3
4 5

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Reynders McVeigh Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Reynders McVeigh Capital Management held 201 positions worth $2B, up 12% from $1.79B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Reynders McVeigh Capital Management's Q2 2025 filing shows 8 new, 67 increased, 103 reduced and 6 closed positions. Its largest new stake was Novo Nordisk: 363,889 shares worth $25.1M. The largest sale was Medtronic, an estimated $16.6M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 33% a quarter earlier, followed by Healthcare and Industrials.

  • Reynders McVeigh Capital Management's largest Q2 2025 buy was Novo Nordisk: 363,889 shares worth $25.1M.
  • Reynders McVeigh Capital Management added most to Unilever in Q2 2025, an estimated $10.8M increase.
  • Reynders McVeigh Capital Management's biggest Q2 2025 reduction was Medtronic, cutting an estimated $16.6M.
  • Reynders McVeigh Capital Management fully exited Teradyne in Q2 2025, selling an estimated $1.26M.
  • Reynders McVeigh Capital Management's ten largest holdings make up 40% of its $2B portfolio in Q2 2025.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 6 in Q2 2025.
  • Reynders McVeigh Capital Management's portfolio value rose 12% quarter-over-quarter to $2B.

Based on Reynders McVeigh Capital Management's 13F filing for Q2 2025, filed 4 Sep 2025.