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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
VIG icon
76
Vanguard Dividend Appreciation ETF
VIG
$115B
$2.03M 0.1%
9,902
-1,573
-14% -$305K
MELI icon
77
Mercado Libre
MELI
$94.5B
$1.98M 0.1%
759
+1
+0.1% +$2.33K
MRK icon
78
Merck
MRK
$329B
$1.96M 0.1%
24,734
-1,569
-6% -$125K
VEEV icon
79
Veeva Systems
VEEV
$38.8B
$1.75M 0.09%
6,073
-395
-6% -$98K
SPGI icon
80
S&P Global
SPGI
$120B
$1.64M 0.08%
3,107
+5
+0.2% +$2.5K
ISRG icon
81
Intuitive Surgical
ISRG
$142B
$1.52M 0.08%
2,804
-64
-2% -$33.5K
NXPI icon
82
NXP Semiconductors
NXPI
$59.3B
$1.5M 0.07%
6,846
-176
-3% -$34.4K
IJH icon
83
iShares Core S&P Mid-Cap ETF
IJH
$128B
$1.46M 0.07%
23,500
-1,229
-5% -$72.1K
NEE icon
84
NextEra Energy
NEE
$179B
$1.45M 0.07%
20,831
+911
+5% +$63.3K
CHD icon
85
Church & Dwight Co
CHD
$24.2B
$1.44M 0.07%
14,928
-17,116
-53% -$1.69M
DIS icon
86
Walt Disney
DIS
$178B
$1.34M 0.07%
10,773
-107
-1% -$11.1K
CSCO icon
87
Cisco
CSCO
$486B
$1.31M 0.07%
18,913
-1,153
-6% -$70.9K
IWP icon
88
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$1.28M 0.06%
9,250
– –
BKNG icon
89
Booking.com
BKNG
$159B
$1.25M 0.06%
5,400
– –
JPM icon
90
JPMorgan Chase
JPM
$970B
$1.23M 0.06%
4,235
-2,063
-33% -$526K
WMT icon
91
Walmart Inc
WMT
$919B
$1.2M 0.06%
12,309
-626
-5% -$59.6K
RTX icon
92
RTX Corp
RTX
$300B
$1.1M 0.06%
7,539
-186
-2% -$24.8K
DE icon
93
Deere & Co
DE
$167B
$1.08M 0.05%
2,133
+657
+45% +$322K
GLD icon
94
SPDR Gold Trust
GLD
$144B
$1.04M 0.05%
3,418
-90
-3% -$27.3K
EMR icon
95
Emerson Electric
EMR
$91.6B
$1.02M 0.05%
7,647
+954
+14% +$109K
CAT icon
96
Caterpillar
CAT
$398B
$984K 0.05%
2,536
+239
+10% +$79.7K
IVW icon
97
iShares S&P 500 Growth ETF
IVW
$77.4B
$979K 0.05%
8,895
– –
CSX icon
98
CSX Corp
CSX
$92.6B
$969K 0.05%
29,686
-64
-0.2% -$1.93K
AXP icon
99
American Express
AXP
$231B
$958K 0.05%
3,005
-209
-7% -$58.8K
META icon
100
Meta Platforms (Facebook)
META
$1.48T
$949K 0.05%
1,285
+83
+7% +$51.3K
2 3
4
5 6

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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.