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
IVW icon
101
iShares S&P 500 Growth ETF
IVW
$65.8B
$826K 0.05%
8,895
MTD icon
102
Mettler-Toledo International
MTD
$27.8B
$825K 0.05%
699
-57
VTI icon
103
Vanguard Total Stock Market ETF
VTI
$543B
$824K 0.05%
2,998
-59
KMB icon
104
Kimberly-Clark
KMB
$40.3B
$821K 0.05%
5,772
MKTX icon
105
MarketAxess Holdings
MKTX
$6.4B
$815K 0.05%
3,767
-2,379
CL icon
106
Colgate-Palmolive
CL
$63.9B
$799K 0.04%
8,525
-175
CAT icon
107
Caterpillar
CAT
$247B
$758K 0.04%
2,297
-15
FIS icon
108
Fidelity National Information Services
FIS
$34.9B
$754K 0.04%
10,093
SBUX icon
109
Starbucks
SBUX
$97B
$754K 0.04%
7,686
-1,064
NSC icon
110
Norfolk Southern
NSC
$65B
$736K 0.04%
3,109
-35
EMR icon
111
Emerson Electric
EMR
$72.8B
$734K 0.04%
6,693
-741
ITW icon
112
Illinois Tool Works
ITW
$72.7B
$734K 0.04%
2,960
+15
APD icon
113
Air Products & Chemicals
APD
$56.4B
$723K 0.04%
2,453
NKE icon
114
Nike
NKE
$99.6B
$720K 0.04%
11,350
-4,550
LIN icon
115
Linde
LIN
$211B
$701K 0.04%
1,505
+26
DE icon
116
Deere & Co
DE
$124B
$693K 0.04%
1,476
+10
IDXX icon
117
Idexx Laboratories
IDXX
$50.8B
$693K 0.04%
1,650
META icon
118
Meta Platforms (Facebook)
META
$1.8T
$693K 0.04%
1,202
-20
SDY icon
119
SPDR S&P Dividend ETF
SDY
$20.2B
$691K 0.04%
5,095
-50
INTU icon
120
Intuit
INTU
$184B
$688K 0.04%
1,121
+7
KO icon
121
Coca-Cola
KO
$295B
$687K 0.04%
9,589
-232
TT icon
122
Trane Technologies
TT
$92.5B
$662K 0.04%
1,965
GIS icon
123
General Mills
GIS
$25.8B
$661K 0.04%
11,051
-1,204
IWF icon
124
iShares Russell 1000 Growth ETF
IWF
$122B
$652K 0.04%
1,805
-3
TSM icon
125
TSMC
TSM
$1.53T
$648K 0.04%
3,902
-424
3 4
5
6 7