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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
-1.99%
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
$1.79B
AUM Growth
-$109M
Cap. Flow
-$33.2M
Cap. Flow %
-1.85%
Top 10 Hldgs %
39.29%
Holding
204
New
2
Increased
52
Reduced
103
Closed
11

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$7.67M
2
AMAT icon
Applied Materials
AMAT
+$7M
3
UBER icon
Uber
UBER
+$6.11M
4
ABNB icon
Airbnb
ABNB
+$6.01M
5
HD icon
Home Depot
HD
+$5.04M

Top Sells

Rank Stock Value
1
VRT icon
Vertiv
VRT
+$14.5M
2
TER icon
Teradyne
TER
+$13.8M
3
NVDA icon
NVIDIA
NVDA
+$11.3M
4
TSLA icon
Tesla
TSLA
+$8.22M
5
CNI icon
Canadian National Railway
CNI
+$6.08M

Sector Composition

Rank Sector Weight
1 Technology 33.15%
2 Healthcare 19.77%
3 Industrials 16.57%
4 Consumer Discretionary 9.95%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
101
iShares S&P 500 Growth ETF
IVW
$77.3B
$826K 0.05%
8,895
– –
MTD icon
102
Mettler-Toledo International
MTD
$28.8B
$825K 0.05%
699
-57
-8% -$72.8K
VTI icon
103
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$824K 0.05%
2,998
-59
-2% -$17.1K
KMB icon
104
Kimberly-Clark
KMB
$36.2B
$821K 0.05%
5,772
– –
MKTX icon
105
MarketAxess Holdings
MKTX
$5.72B
$815K 0.05%
3,767
-2,379
-39% -$500K
CL icon
106
Colgate-Palmolive
CL
$73.6B
$799K 0.04%
8,525
-175
-2% -$15.7K
CAT icon
107
Caterpillar
CAT
$393B
$758K 0.04%
2,297
-15
-0.6% -$5.34K
FIS icon
108
Fidelity National Information Services
FIS
$21.6B
$754K 0.04%
10,093
– –
SBUX icon
109
Starbucks
SBUX
$124B
$754K 0.04%
7,686
-1,064
-12% -$110K
NSC icon
110
Norfolk Southern
NSC
$75.3B
$736K 0.04%
3,109
-35
-1% -$8.53K
EMR icon
111
Emerson Electric
EMR
$91.4B
$734K 0.04%
6,693
-741
-10% -$89.3K
ITW icon
112
Illinois Tool Works
ITW
$83.3B
$734K 0.04%
2,960
+15
+0.5% +$3.85K
APD icon
113
Air Products & Chemicals
APD
$67.7B
$723K 0.04%
2,453
– –
NKE icon
114
Nike
NKE
$60.1B
$720K 0.04%
11,350
-4,550
-29% -$335K
LIN icon
115
Linde
LIN
$221B
$701K 0.04%
1,505
+26
+2% +$11.7K
DE icon
116
Deere & Co
DE
$167B
$693K 0.04%
1,476
+10
+0.7% +$4.68K
IDXX icon
117
Idexx Laboratories
IDXX
$45B
$693K 0.04%
1,650
– –
META icon
118
Meta Platforms (Facebook)
META
$1.47T
$693K 0.04%
1,202
-20
-2% -$12.9K
SDY icon
119
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$691K 0.04%
5,095
-50
-1% -$6.72K
INTU icon
120
Intuit
INTU
$91.6B
$688K 0.04%
1,121
+7
+0.6% +$4.2K
KO icon
121
Coca-Cola
KO
$373B
$687K 0.04%
9,589
-232
-2% -$15.5K
TT icon
122
Trane Technologies
TT
$105B
$662K 0.04%
1,965
– –
GIS icon
123
General Mills
GIS
$20.4B
$661K 0.04%
11,051
-1,204
-10% -$72.3K
IWF icon
124
iShares Russell 1000 Growth ETF
IWF
$128B
$652K 0.04%
7,220
-12
-0.2% -$1.18K
TSM icon
125
TSMC
TSM
$2.23T
$648K 0.04%
3,902
-424
-10% -$82.4K
3 4
5
6 7

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Reynders McVeigh Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Reynders McVeigh Capital Management held 204 positions worth $1.79B, down 5.7% from $1.9B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Reynders McVeigh Capital Management's Q1 2025 filing shows 2 new, 52 increased, 103 reduced and 11 closed positions. Its largest new stake was Berkshire Hathaway Class A: 3 shares worth $2.4M. The largest sale was Vertiv, an estimated $14.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Healthcare and Industrials.

  • Reynders McVeigh Capital Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 3 shares worth $2.4M.
  • Reynders McVeigh Capital Management added most to Salesforce in Q1 2025, an estimated $7.67M increase.
  • Reynders McVeigh Capital Management's biggest Q1 2025 reduction was Vertiv, cutting an estimated $14.5M.
  • Reynders McVeigh Capital Management fully exited Invesco QQQ Trust in Q1 2025, selling an estimated $260K.
  • Reynders McVeigh Capital Management's ten largest holdings make up 39% of its $1.79B portfolio in Q1 2025.
  • Reynders McVeigh Capital Management opened 2 new positions and closed 11 in Q1 2025.
  • Reynders McVeigh Capital Management's portfolio value fell 5.7% quarter-over-quarter to $1.79B.

Based on Reynders McVeigh Capital Management's 13F filing for Q1 2025, filed 12 May 2025.