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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
VOOG icon
151
Vanguard S&P 500 Growth ETF
VOOG
$27.2B
$387K 0.02%
6,336
-174
-3% -$10.4K
IWB icon
152
iShares Russell 1000 ETF
IWB
$50.2B
$385K 0.02%
1,194
– –
UNH icon
153
UnitedHealth
UNH
$364B
$380K 0.02%
752
-60
-7% -$34.1K
DLN icon
154
WisdomTree US LargeCap Dividend Fund
DLN
$6.42B
$373K 0.02%
4,800
-1,000
-17% -$79.7K
SHW icon
155
Sherwin-Williams
SHW
$87.4B
$371K 0.02%
1,090
– –
IWV icon
156
iShares Russell 3000 ETF
IWV
$20.4B
$368K 0.02%
1,101
-19
-2% -$6.4K
CLX icon
157
Clorox
CLX
$12.8B
$361K 0.02%
2,224
– –
AJG icon
158
Arthur J. Gallagher & Co
AJG
$65.5B
$355K 0.02%
1,250
– –
WEC icon
159
WEC Energy
WEC
$35.6B
$352K 0.02%
3,744
– –
EXR icon
160
Extra Space Storage
EXR
$31B
$351K 0.02%
2,347
– –
MDLZ icon
161
Mondelez International
MDLZ
$79.4B
$337K 0.02%
5,640
– –
LOW icon
162
Lowe's Companies
LOW
$121B
$334K 0.02%
1,355
-10
-0.7% -$2.67K
QCOM icon
163
Qualcomm
QCOM
$171B
$324K 0.02%
2,106
– –
CTSH icon
164
Cognizant
CTSH
$26.2B
$305K 0.02%
3,960
– –
CTVA icon
165
Corteva
CTVA
$50.4B
$303K 0.02%
5,324
– –
CB icon
166
Chubb
CB
$132B
$302K 0.02%
1,094
+30
+3% +$8.52K
ANET icon
167
Arista Networks
ANET
$265B
$288K 0.02%
2,608
-200
-7% -$20.6K
VTV icon
168
Vanguard Morningstar Value ETF
VTV
$193B
$286K 0.02%
1,687
– –
BLK icon
169
Blackrock
BLK
$180B
$285K 0.02%
278
– –
INTC icon
170
Intel
INTC
$509B
$283K 0.01%
14,127
-734
-5% -$16.5K
BSX icon
171
Boston Scientific
BSX
$74.5B
$277K 0.01%
3,101
– –
PANW icon
172
Palo Alto Networks
PANW
$315B
$277K 0.01%
1,524
+114
+8% +$21.5K
RPM icon
173
RPM International
RPM
$14.7B
$277K 0.01%
2,250
– –
PSA icon
174
Public Storage
PSA
$60.4B
$275K 0.01%
918
– –
DTE icon
175
DTE Energy
DTE
$28.9B
$266K 0.01%
2,205
-236
-10% -$29.1K
5 6
7
8 9

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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.