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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
+1.81%
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
$1.9B
AUM Growth
+$12.6M
Cap. Flow
+$11.7M
Cap. Flow %
0.61%
Top 10 Hldgs %
40.93%
Holding
211
New
8
Increased
46
Reduced
110
Closed
9

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$11.5M
2
ARM icon
Arm
ARM
+$7.56M
3
ABNB icon
Airbnb
ABNB
+$7.47M
4
HD icon
Home Depot
HD
+$6.71M
5
ULS icon
UL Solutions
ULS
+$5.42M

Top Sells

Rank Stock Value
1
APTV icon
Aptiv
APTV
+$7.27M
2
BDX icon
Becton Dickinson
BDX
+$6.62M
3
CNI icon
Canadian National Railway
CNI
+$6.06M
4
NVDA icon
NVIDIA
NVDA
+$4.92M
5
TSLA icon
Tesla
TSLA
+$4.62M

Sector Composition

Rank Sector Weight
1 Technology 35.16%
2 Healthcare 17.85%
3 Industrials 17.01%
4 Consumer Discretionary 10.34%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DD icon
126
DuPont de Nemours
DD
$19.5B
$638K 0.03%
6,664
-251
-4% -$26.1K
DE icon
127
Deere & Co
DE
$167B
$621K 0.03%
1,466
-110
-7% -$46.3K
LIN icon
128
Linde
LIN
$221B
$619K 0.03%
1,479
-25
-2% -$11.4K
KO icon
129
Coca-Cola
KO
$373B
$611K 0.03%
9,821
-200
-2% -$13.1K
STZ icon
130
Constellation Brands
STZ
$22.9B
$600K 0.03%
2,716
-43
-2% -$10.2K
ACN icon
131
Accenture
ACN
$110B
$589K 0.03%
1,673
-59
-3% -$21.2K
ECL icon
132
Ecolab
ECL
$78.1B
$583K 0.03%
2,489
– –
EPD icon
133
Enterprise Products Partners
EPD
$81.9B
$567K 0.03%
18,096
– –
PFE icon
134
Pfizer
PFE
$150B
$566K 0.03%
21,346
-600
-3% -$16.3K
VOT icon
135
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20B
$562K 0.03%
2,214
-27
-1% -$6.95K
DRI icon
136
Darden Restaurants
DRI
$25.9B
$560K 0.03%
3,000
– –
NTAP icon
137
NetApp
NTAP
$39.6B
$551K 0.03%
4,750
– –
PODD icon
138
Insulet
PODD
$10.1B
$532K 0.03%
2,036
+23
+1% +$5.79K
ADBE icon
139
Adobe
ADBE
$103B
$489K 0.03%
1,100
-30
-3% -$14.9K
PAYX icon
140
Paychex
PAYX
$42.8B
$478K 0.03%
3,409
– –
IJJ icon
141
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$450K 0.02%
3,600
– –
DUK icon
142
Duke Energy
DUK
$96.3B
$446K 0.02%
4,136
+4
+0.1% +$453
IVE icon
143
iShares S&P 500 Value ETF
IVE
$50B
$436K 0.02%
2,283
– –
SYY icon
144
Sysco
SYY
$40.5B
$432K 0.02%
5,650
-350
-6% -$26.8K
ROP icon
145
Roper Technologies
ROP
$39.1B
$425K 0.02%
817
– –
DXCM icon
146
DexCom
DXCM
$34.3B
$424K 0.02%
5,452
-161
-3% -$11.9K
TXN icon
147
Texas Instruments
TXN
$253B
$400K 0.02%
2,134
-25
-1% -$5K
NFLX icon
148
Netflix
NFLX
$309B
$398K 0.02%
4,460
+120
+3% +$9.88K
IVV icon
149
iShares Core S&P 500 ETF
IVV
$904B
$391K 0.02%
665
+68
+11% +$40.3K
MRSH
150
Marsh
MRSH
$90.1B
$387K 0.02%
1,820
-275
-13% -$61K
4 5
6
7 8

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Reynders McVeigh Capital Management's Q4 2024 Portfolio in Review

As of Q4 2024, Reynders McVeigh Capital Management held 211 positions worth $1.9B, up 0.67% from $1.89B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Reynders McVeigh Capital Management's Q4 2024 filing shows 8 new, 46 increased, 110 reduced and 9 closed positions. Its largest new stake was Airbnb: 55,441 shares worth $7.29M. The largest sale was Aptiv, an estimated $7.27M.

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

  • Reynders McVeigh Capital Management's largest Q4 2024 buy was Airbnb: 55,441 shares worth $7.29M.
  • Reynders McVeigh Capital Management added most to Salesforce in Q4 2024, an estimated $11.5M increase.
  • Reynders McVeigh Capital Management's biggest Q4 2024 reduction was Aptiv, cutting an estimated $7.27M.
  • Reynders McVeigh Capital Management fully exited Enphase Energy in Q4 2024, selling an estimated $3.59M.
  • Reynders McVeigh Capital Management's ten largest holdings make up 41% of its $1.9B portfolio in Q4 2024.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 9 in Q4 2024.
  • Reynders McVeigh Capital Management's portfolio value rose 0.67% quarter-over-quarter to $1.9B.

Based on Reynders McVeigh Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.