RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2.13B
1-Year Est. Return 25.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
-$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$8.91B
2
+$45M
3
+$9.84M
4
SN icon
SharkNinja
SN
+$7.92M
5
RKT icon
Rocket Companies
RKT
+$2.27M

Top Sells

1
+$41.8M
2
+$9.54M
3
+$6.74M
4
RELX icon
RELX
RELX
+$6.32M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.95M

Sector Composition

1 Technology 37.9%
2 Industrials 15.46%
3 Healthcare 15.41%
4 Consumer Discretionary 10.48%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
101
Bristol-Myers Squibb
BMY
$121B
$960K 0.05%
17,792
+900
MCO icon
102
Moody's
MCO
$81.8B
$953K 0.04%
1,866
+1
SPGI icon
103
S&P Global
SPGI
$132B
$931K 0.04%
1,782
-1,329
FISV
104
Fiserv Inc
FISV
$33.7B
$831K 0.04%
12,377
-21,421
IWF icon
105
iShares Russell 1000 Growth ETF
IWF
$123B
$805K 0.04%
1,701
-50
ECL icon
106
Ecolab
ECL
$76.5B
$796K 0.04%
3,030
-219
META icon
107
Meta Platforms (Facebook)
META
$1.7T
$773K 0.04%
1,172
+3
TT icon
108
Trane Technologies
TT
$106B
$768K 0.04%
1,973
CL icon
109
Colgate-Palmolive
CL
$65.6B
$734K 0.03%
9,293
+729
ITW icon
110
Illinois Tool Works
ITW
$78.1B
$734K 0.03%
2,978
+1
INTU icon
111
Intuit
INTU
$112B
$691K 0.03%
1,043
-69
FIS icon
112
Fidelity National Information Services
FIS
$24.5B
$671K 0.03%
10,093
NSC icon
113
Norfolk Southern
NSC
$67.8B
$647K 0.03%
2,240
-37
KO icon
114
Coca-Cola
KO
$322B
$643K 0.03%
9,190
-41
SBUX icon
115
Starbucks
SBUX
$111B
$621K 0.03%
7,380
+3
KMB icon
116
Kimberly-Clark
KMB
$32.1B
$620K 0.03%
6,147
+250
ZTS icon
117
Zoetis
ZTS
$49.7B
$617K 0.03%
4,906
-97
APD icon
118
Air Products & Chemicals
APD
$65.6B
$613K 0.03%
2,482
LIN icon
119
Linde
LIN
$229B
$601K 0.03%
1,409
-8
SDY icon
120
State Street SPDR S&P Dividend ETF
SDY
$20.9B
$601K 0.03%
4,317
-226
PODD icon
121
Insulet
PODD
$13.3B
$572K 0.03%
2,013
-8
DRI icon
122
Darden Restaurants
DRI
$22.6B
$552K 0.03%
3,000
-15
LOW icon
123
Lowe's Companies
LOW
$141B
$551K 0.03%
2,283
+750
RVTY icon
124
Revvity
RVTY
$10.5B
$544K 0.03%
5,622
+2
EPD icon
125
Enterprise Products Partners
EPD
$80.4B
$542K 0.03%
16,921
+800
3 4
5
6 7