RMCM
Reynders McVeigh Capital Management Portfolio holdings
AUM
$2.13B
1-Year Est. Return
23.19%
1 Year Est. Return
+23.19%
AUM
$2B
AUM Growth
+$212M
(+12%)
Holding
201
Top Buys
| 1 | +$25.1M | |
| 2 | +$10.6M | |
| 3 | +$9.42M | |
| 4 |
Salesforce
CRM
|
+$5.23M |
| 5 |
Applied Materials
AMAT
|
+$4.4M |
Top Sells
| 1 | +$17.1M | |
| 2 | +$9.61M | |
| 3 | +$4.66M | |
| 4 |
Aptiv
APTV
|
+$4.64M |
| 5 |
Vertiv
VRT
|
+$4.25M |
Sector Composition
| 1 | Technology | 36.3% |
| 2 | Healthcare | 17.84% |
| 3 | Industrials | 16.88% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Visa
V
$636B
| $6.05M | 0.3% |
17,034
-48
|
|
||
52
Nextpower Inc
NXT
$12.9B
| $6.02M | 0.3% |
110,736
+17,403
|
|
||
53
Canadian National Railway
CNI
$59.1B
| $6M | 0.3% |
57,722
-13,171
|
|
||
54
Berkshire Hathaway Class B
BRK.B
$1.09T
| $5.68M | 0.28% |
11,686
-222
|
|
||
55
Descartes Systems
DSGX
$7.09B
| $5.6M | 0.28% |
55,120
+1,485
|
|
||
56
Eli Lilly
LLY
$936B
| $5.59M | 0.28% |
7,174
-756
|
|
||
|
GRAL
57
GRAIL Inc
GRAL
$3.8B
| $5.57M | 0.28% |
108,255
+4,892
|
|
||
58
Advanced Micro Devices
AMD
$350B
| $5.56M | 0.28% |
39,204
-10,094
|
|
||
59
AbbVie
ABBV
$397B
| $5.48M | 0.27% |
29,540
-2,683
|
|
||
60
CRISPR Therapeutics
CRSP
$4.92B
| $5.42M | 0.27% |
111,431
+9,658
|
|
||
|
FISV
61
Fiserv Inc
FISV
$34B
| $5.26M | 0.26% |
30,525
-1,895
|
|
||
62
Oracle
ORCL
$573B
| $4.69M | 0.23% |
21,467
+436
|
|
||
63
SPDR S&P 500 ETF Trust
SPY
$698B
| $3.97M | 0.2% |
6,420
-358
|
|
||
64
Thermo Fisher Scientific
TMO
$218B
| $3.94M | 0.2% |
9,710
+45
|
|
||
65
McDonald's
MCD
$214B
| $3.21M | 0.16% |
10,969
-30
|
|
||
66
Union Pacific
UNP
$138B
| $3.01M | 0.15% |
13,087
-130
|
|
||
67
Broadcom
AVGO
$1.8T
| $2.91M | 0.15% |
10,551
-234
|
|
||
68
Tyler Technologies
TYL
$19.9B
| $2.9M | 0.14% |
4,891
+66
|
|
||
69
Vanguard Growth ETF
VUG
$202B
| $2.72M | 0.14% |
6,198
-1,770
|
|
||
70
Enovix
ENVX
$1.63B
| $2.69M | 0.13% |
297,520
+29,817
|
|
||
71
Amgen
AMGN
$182B
| $2.53M | 0.13% |
9,049
-345
|
|
||
72
PepsiCo
PEP
$203B
| $2.45M | 0.12% |
18,572
-3,260
|
|
||
73
Equifax
EFX
$25.5B
| $2.23M | 0.11% |
8,612
|
|
||
|
74
Berkshire Hathaway Class A
BRK.A
$1.09T
| $2.19M | 0.11% |
3
|
|
||
75
Honeywell
HON
$123B
| $2.11M | 0.11% |
9,080
+237
|
|