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
XOM icon
101
Exxon Mobil
XOM
$487B
$929K 0.05%
8,619
+406
MCO icon
102
Moody's
MCO
$87B
$924K 0.05%
1,843
+2
VTI icon
103
Vanguard Total Stock Market ETF
VTI
$563B
$899K 0.04%
2,958
-40
MTD icon
104
Mettler-Toledo International
MTD
$29.6B
$886K 0.04%
754
+55
TSM icon
105
TSMC
TSM
$1.51T
$886K 0.04%
3,912
+10
IDXX icon
106
Idexx Laboratories
IDXX
$58.5B
$885K 0.04%
1,651
+1
INTU icon
107
Intuit
INTU
$177B
$884K 0.04%
1,122
+1
ECL icon
108
Ecolab
ECL
$76.7B
$869K 0.04%
3,224
+780
TT icon
109
Trane Technologies
TT
$91.2B
$863K 0.04%
1,973
+8
MDT icon
110
Medtronic
MDT
$131B
$828K 0.04%
9,501
-195,951
FIS icon
111
Fidelity National Information Services
FIS
$34.6B
$822K 0.04%
10,093
CL icon
112
Colgate-Palmolive
CL
$63.5B
$819K 0.04%
9,005
+480
BMY icon
113
Bristol-Myers Squibb
BMY
$98.2B
$813K 0.04%
17,573
+73
ZTS icon
114
Zoetis
ZTS
$54.8B
$809K 0.04%
5,186
-175
KMB icon
115
Kimberly-Clark
KMB
$35.5B
$769K 0.04%
5,962
+190
IWF icon
116
iShares Russell 1000 Growth ETF
IWF
$126B
$743K 0.04%
1,751
-54
MKTX icon
117
MarketAxess Holdings
MKTX
$5.98B
$738K 0.04%
3,305
-462
ITW icon
118
Illinois Tool Works
ITW
$72.1B
$732K 0.04%
2,961
+1
SBUX icon
119
Starbucks
SBUX
$96.9B
$698K 0.03%
7,622
-64
APD icon
120
Air Products & Chemicals
APD
$57.2B
$692K 0.03%
2,453
LIN icon
121
Linde
LIN
$191B
$677K 0.03%
1,442
-63
NSC icon
122
Norfolk Southern
NSC
$65.5B
$669K 0.03%
2,612
-497
KO icon
123
Coca-Cola
KO
$304B
$668K 0.03%
9,448
-141
DRI icon
124
Darden Restaurants
DRI
$20.3B
$655K 0.03%
3,004
+4
NFLX icon
125
Netflix
NFLX
$463B
$646K 0.03%
4,820
-160
3 4
5
6 7