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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
+7.41%
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
$2.13B
AUM Growth
+$129M
Cap. Flow
+$23.2M
Cap. Flow %
1.09%
Top 10 Hldgs %
40.9%
Holding
203
New
8
Increased
64
Reduced
100
Closed
2

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$15.2M
2
SN icon
SharkNinja
SN
+$4.21M
3
RKT icon
Rocket Companies
RKT
+$3.56M
4
IBM icon
IBM
IBM
+$3.41M
5
UL icon
Unilever
UL
+$2.97M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$7.89M
2
PRGO icon
Perrigo
PRGO
+$4.83M
3
NYT icon
New York Times
NYT
+$3.71M
4
ADP icon
Automatic Data Processing
ADP
+$2.62M
5
BDX icon
Becton Dickinson
BDX
+$2.25M

Sector Composition

Rank Sector Weight
1 Technology 38.06%
2 Industrials 16.07%
3 Healthcare 15.88%
4 Consumer Discretionary 10.12%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
101
American Express
AXP
$232B
$998K 0.05%
3,004
-1
-0% -$318
EMR icon
102
Emerson Electric
EMR
$91.4B
$968K 0.05%
7,376
-271
-4% -$36.9K
VTI icon
103
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$964K 0.05%
2,938
-20
-0.7% -$6.32K
DE icon
104
Deere & Co
DE
$167B
$957K 0.04%
2,093
-40
-2% -$19.7K
MTD icon
105
Mettler-Toledo International
MTD
$28.8B
$933K 0.04%
760
+6
+0.8% +$7.52K
ECL icon
106
Ecolab
ECL
$78.1B
$890K 0.04%
3,249
+25
+0.8% +$6.79K
MCO icon
107
Moody's
MCO
$82.8B
$889K 0.04%
1,865
+22
+1% +$11.1K
META icon
108
Meta Platforms (Facebook)
META
$1.47T
$858K 0.04%
1,169
-116
-9% -$86.3K
TT icon
109
Trane Technologies
TT
$105B
$833K 0.04%
1,973
– –
IWF icon
110
iShares Russell 1000 Growth ETF
IWF
$128B
$820K 0.04%
7,004
– –
ITW icon
111
Illinois Tool Works
ITW
$83.3B
$776K 0.04%
2,977
+16
+0.5% +$4.17K
BMY icon
112
Bristol-Myers Squibb
BMY
$130B
$762K 0.04%
16,892
-681
-4% -$31.8K
INTU icon
113
Intuit
INTU
$91.6B
$759K 0.04%
1,112
-10
-0.9% -$7.21K
KMB icon
114
Kimberly-Clark
KMB
$36.2B
$733K 0.03%
5,897
-65
-1% -$8.4K
ZTS icon
115
Zoetis
ZTS
$30.4B
$732K 0.03%
5,003
-183
-4% -$27.7K
CL icon
116
Colgate-Palmolive
CL
$73.6B
$685K 0.03%
8,564
-441
-5% -$37.6K
NSC icon
117
Norfolk Southern
NSC
$75.3B
$684K 0.03%
2,277
-335
-13% -$93.1K
APD icon
118
Air Products & Chemicals
APD
$67.7B
$677K 0.03%
2,482
+29
+1% +$8.39K
LIN icon
119
Linde
LIN
$221B
$673K 0.03%
1,417
-25
-2% -$11.8K
FIS icon
120
Fidelity National Information Services
FIS
$21.6B
$666K 0.03%
10,093
– –
DD icon
121
DuPont de Nemours
DD
$19.5B
$652K 0.03%
6,666
– –
SDY icon
122
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$636K 0.03%
4,543
+21
+0.5% +$2.93K
NFLX icon
123
Netflix
NFLX
$309B
$631K 0.03%
5,260
+440
+9% +$53.7K
PODD icon
124
Insulet
PODD
$10.1B
$624K 0.03%
2,021
+8
+0.4% +$2.51K
SBUX icon
125
Starbucks
SBUX
$124B
$624K 0.03%
7,377
-245
-3% -$21.9K
3 4
5
6 7

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Reynders McVeigh Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Reynders McVeigh Capital Management held 203 positions worth $2.13B, up 6.5% from $2B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.9%. Reynders McVeigh Capital Management opened 8 new positions and exited 2, leaving the 203-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 36% a quarter earlier, followed by Industrials and Healthcare.

  • Reynders McVeigh Capital Management's largest Q3 2025 buy was SharkNinja: 36,825 shares worth $3.8M.
  • Reynders McVeigh Capital Management added most to Broadcom in Q3 2025, an estimated $15.2M increase.
  • Reynders McVeigh Capital Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $7.89M.
  • Reynders McVeigh Capital Management fully exited DTE Energy in Q3 2025, selling an estimated $269K.
  • Reynders McVeigh Capital Management's ten largest holdings make up 41% of its $2.13B portfolio in Q3 2025.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 2 in Q3 2025.
  • Reynders McVeigh Capital Management's portfolio value rose 6.5% quarter-over-quarter to $2.13B.

Based on Reynders McVeigh Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.