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
HON icon
76
Honeywell
HON
$129B
$1.87M 0.1%
8,843
+10
AVGO icon
77
Broadcom
AVGO
$1.65T
$1.81M 0.1%
10,785
-85
ENVX icon
78
Enovix
ENVX
$2.44B
$1.72M 0.1%
267,703
+15,711
SPGI icon
79
S&P Global
SPGI
$144B
$1.58M 0.09%
3,102
-313
JPM icon
80
JPMorgan Chase
JPM
$810B
$1.54M 0.09%
6,298
-26
VEEV icon
81
Veeva Systems
VEEV
$46.5B
$1.5M 0.08%
6,468
-340
MELI icon
82
Mercado Libre
MELI
$103B
$1.48M 0.08%
758
IJH icon
83
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$1.44M 0.08%
24,729
-71
ISRG icon
84
Intuitive Surgical
ISRG
$160B
$1.42M 0.08%
2,868
NEE icon
85
NextEra Energy
NEE
$174B
$1.41M 0.08%
19,920
-125
NXPI icon
86
NXP Semiconductors
NXPI
$54B
$1.33M 0.07%
7,022
-974
TER icon
87
Teradyne
TER
$22B
$1.26M 0.07%
15,276
-123,036
CSCO icon
88
Cisco
CSCO
$277B
$1.24M 0.07%
20,066
-2,011
WMT icon
89
Walmart
WMT
$859B
$1.14M 0.06%
12,935
+181
IWP icon
90
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$1.09M 0.06%
9,250
DIS icon
91
Walt Disney
DIS
$199B
$1.07M 0.06%
10,880
-104
BMY icon
92
Bristol-Myers Squibb
BMY
$88.8B
$1.07M 0.06%
17,500
-374
RTX icon
93
RTX Corp
RTX
$211B
$1.02M 0.06%
7,725
-227
GLD icon
94
SPDR Gold Trust
GLD
$135B
$1.01M 0.06%
3,508
+10
BKNG icon
95
Booking.com
BKNG
$164B
$995K 0.06%
216
XOM icon
96
Exxon Mobil
XOM
$479B
$977K 0.05%
8,213
+85
ZTS icon
97
Zoetis
ZTS
$63.8B
$883K 0.05%
5,361
-15
CSX icon
98
CSX Corp
CSX
$68.2B
$876K 0.05%
29,750
-100
AXP icon
99
American Express
AXP
$239B
$865K 0.05%
3,214
+185
MCO icon
100
Moody's
MCO
$84.5B
$857K 0.05%
1,841
+10
2 3
4
5 6