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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
+14.94%
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
$2B
AUM Growth
+$212M
Cap. Flow
+$4.26M
Cap. Flow %
0.21%
Top 10 Hldgs %
39.9%
Holding
201
New
8
Increased
67
Reduced
103
Closed
6

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$24.8M
2
UL icon
Unilever
UL
+$10.8M
3
RKT icon
Rocket Companies
RKT
+$8.62M
4
CRM icon
Salesforce
CRM
+$5.13M
5
AMAT icon
Applied Materials
AMAT
+$3.81M

Top Sells

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$16.6M
2
NVDA icon
NVIDIA
NVDA
+$7.65M
3
ADP icon
Automatic Data Processing
ADP
+$4.64M
4
APTV icon
Aptiv
APTV
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.77M

Sector Composition

Rank Sector Weight
1 Technology 36.3%
2 Healthcare 17.84%
3 Industrials 16.88%
4 Consumer Discretionary 9.64%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PODD icon
126
Insulet
PODD
$10.1B
$632K 0.03%
2,013
+88
+5% +$25.4K
SDY icon
127
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$614K 0.03%
4,522
-573
-11% -$76K
DD icon
128
DuPont de Nemours
DD
$19.5B
$574K 0.03%
6,666
+2
+0% +$166
RVTY icon
129
Revvity
RVTY
$13.2B
$544K 0.03%
5,620
– –
IVV icon
130
iShares Core S&P 500 ETF
IVV
$904B
$524K 0.03%
844
+160
+23% +$91.9K
GIS icon
131
General Mills
GIS
$20.4B
$517K 0.03%
9,975
-1,076
-10% -$59.4K
EPD icon
132
Enterprise Products Partners
EPD
$81.9B
$515K 0.03%
16,596
-750
-4% -$23.4K
NTAP icon
133
NetApp
NTAP
$39.6B
$506K 0.03%
4,752
+2
+0% +$190
PAYX icon
134
Paychex
PAYX
$42.8B
$497K 0.02%
3,416
+7
+0.2% +$1.05K
DUK icon
135
Duke Energy
DUK
$96.3B
$478K 0.02%
4,048
-105
-3% -$12.4K
ROP icon
136
Roper Technologies
ROP
$39.1B
$472K 0.02%
832
+125
+18% +$70.6K
VOT icon
137
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20B
$458K 0.02%
1,610
-474
-23% -$122K
IJJ icon
138
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$445K 0.02%
3,600
– –
NKE icon
139
Nike
NKE
$60.1B
$445K 0.02%
6,269
-5,081
-45% -$305K
IVE icon
140
iShares S&P 500 Value ETF
IVE
$50B
$436K 0.02%
2,233
-50
-2% -$9.31K
PFE icon
141
Pfizer
PFE
$150B
$432K 0.02%
17,808
-1,606
-8% -$37.5K
TXN icon
142
Texas Instruments
TXN
$253B
$428K 0.02%
2,064
-45
-2% -$7.99K
TGT icon
143
Target
TGT
$69.9B
$419K 0.02%
4,243
-553
-12% -$53.1K
CTVA icon
144
Corteva
CTVA
$50.4B
$415K 0.02%
5,573
+205
+4% +$13.7K
APTV icon
145
Aptiv
APTV
$10.1B
$409K 0.02%
6,000
-68,063
-92% -$4.21M
AJG icon
146
Arthur J. Gallagher & Co
AJG
$65.5B
$402K 0.02%
1,256
+6
+0.5% +$1.98K
STZ icon
147
Constellation Brands
STZ
$22.9B
$395K 0.02%
2,426
– –
DLN icon
148
WisdomTree US LargeCap Dividend Fund
DLN
$6.42B
$394K 0.02%
4,800
– –
IWB icon
149
iShares Russell 1000 ETF
IWB
$50.2B
$374K 0.02%
1,102
-92
-8% -$28.9K
MRSH
150
Marsh
MRSH
$90.1B
$374K 0.02%
1,710
-60
-3% -$13.5K
4 5
6
7 8

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Reynders McVeigh Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Reynders McVeigh Capital Management held 201 positions worth $2B, up 12% from $1.79B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Reynders McVeigh Capital Management's Q2 2025 filing shows 8 new, 67 increased, 103 reduced and 6 closed positions. Its largest new stake was Novo Nordisk: 363,889 shares worth $25.1M. The largest sale was Medtronic, an estimated $16.6M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 33% a quarter earlier, followed by Healthcare and Industrials.

  • Reynders McVeigh Capital Management's largest Q2 2025 buy was Novo Nordisk: 363,889 shares worth $25.1M.
  • Reynders McVeigh Capital Management added most to Unilever in Q2 2025, an estimated $10.8M increase.
  • Reynders McVeigh Capital Management's biggest Q2 2025 reduction was Medtronic, cutting an estimated $16.6M.
  • Reynders McVeigh Capital Management fully exited Teradyne in Q2 2025, selling an estimated $1.26M.
  • Reynders McVeigh Capital Management's ten largest holdings make up 40% of its $2B portfolio in Q2 2025.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 6 in Q2 2025.
  • Reynders McVeigh Capital Management's portfolio value rose 12% quarter-over-quarter to $2B.

Based on Reynders McVeigh Capital Management's 13F filing for Q2 2025, filed 4 Sep 2025.