RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2.13B
1-Year Est. Return 23.19%
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$10.6M
3
+$9.42M
4
CRM icon
Salesforce
CRM
+$5.23M
5
AMAT icon
Applied Materials
AMAT
+$4.4M

Top Sells

1
+$17.1M
2
+$9.61M
3
+$4.66M
4
APTV icon
Aptiv
APTV
+$4.64M
5
VRT icon
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
VIG icon
76
Vanguard Dividend Appreciation ETF
VIG
$100B
$2.03M 0.1%
9,902
-1,573
MELI icon
77
Mercado Libre
MELI
$107B
$1.98M 0.1%
759
+1
MRK icon
78
Merck
MRK
$251B
$1.96M 0.1%
24,734
-1,569
VEEV icon
79
Veeva Systems
VEEV
$39.5B
$1.75M 0.09%
6,073
-395
SPGI icon
80
S&P Global
SPGI
$149B
$1.64M 0.08%
3,107
+5
ISRG icon
81
Intuitive Surgical
ISRG
$201B
$1.52M 0.08%
2,804
-64
NXPI icon
82
NXP Semiconductors
NXPI
$54.2B
$1.5M 0.07%
6,846
-176
IJH icon
83
iShares Core S&P Mid-Cap ETF
IJH
$101B
$1.46M 0.07%
23,500
-1,229
NEE icon
84
NextEra Energy
NEE
$176B
$1.45M 0.07%
20,831
+911
CHD icon
85
Church & Dwight Co
CHD
$20.1B
$1.44M 0.07%
14,928
-17,116
DIS icon
86
Walt Disney
DIS
$187B
$1.34M 0.07%
10,773
-107
CSCO icon
87
Cisco
CSCO
$304B
$1.31M 0.07%
18,913
-1,153
IWP icon
88
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$1.28M 0.06%
9,250
BKNG icon
89
Booking.com
BKNG
$166B
$1.25M 0.06%
216
JPM icon
90
JPMorgan Chase
JPM
$838B
$1.23M 0.06%
4,235
-2,063
WMT icon
91
Walmart
WMT
$896B
$1.2M 0.06%
12,309
-626
RTX icon
92
RTX Corp
RTX
$226B
$1.1M 0.06%
7,539
-186
DE icon
93
Deere & Co
DE
$127B
$1.08M 0.05%
2,133
+657
GLD icon
94
SPDR Gold Trust
GLD
$141B
$1.04M 0.05%
3,418
-90
EMR icon
95
Emerson Electric
EMR
$74.1B
$1.02M 0.05%
7,647
+954
CAT icon
96
Caterpillar
CAT
$273B
$984K 0.05%
2,536
+239
IVW icon
97
iShares S&P 500 Growth ETF
IVW
$66.6B
$979K 0.05%
8,895
CSX icon
98
CSX Corp
CSX
$65.1B
$969K 0.05%
29,686
-64
AXP icon
99
American Express
AXP
$248B
$958K 0.05%
3,005
-209
META icon
100
Meta Platforms (Facebook)
META
$1.63T
$949K 0.05%
1,285
+83
2 3
4
5 6