RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$6.62M
2 +$6.18M
3 +$6.04M
4
ABNB icon
Airbnb
ABNB
+$5.36M
5
HD icon
Home Depot
HD
+$4.74M

Top Sells

1 +$10.2M
2 +$9.81M
3 +$9.62M
4
TSLA icon
Tesla
TSLA
+$6.39M
5
CNI icon
Canadian National Railway
CNI
+$5.86M

Sector Composition

1 Technology 33.15%
2 Healthcare 19.77%
3 Industrials 16.57%
4 Consumer Discretionary 9.94%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MDLZ icon
151
Mondelez International
MDLZ
$80.8B
$384K 0.02%
5,657
+17
SHW icon
152
Sherwin-Williams
SHW
$82.5B
$384K 0.02%
1,100
+10
DLN icon
153
WisdomTree US LargeCap Dividend Fund
DLN
$5.38B
$381K 0.02%
4,800
TXN icon
154
Texas Instruments
TXN
$161B
$379K 0.02%
2,109
-25
IWB icon
155
iShares Russell 1000 ETF
IWB
$44.7B
$366K 0.02%
1,194
ILMN icon
156
Illumina
ILMN
$14.7B
$362K 0.02%
4,565
-1,747
VOOG icon
157
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
$353K 0.02%
1,056
IWV icon
158
iShares Russell 3000 ETF
IWV
$17.1B
$350K 0.02%
1,101
EXR icon
159
Extra Space Storage
EXR
$32.2B
$349K 0.02%
2,347
CTVA icon
160
Corteva
CTVA
$41.7B
$338K 0.02%
5,368
+44
CLX icon
161
Clorox
CLX
$14.6B
$325K 0.02%
2,204
-20
LOW icon
162
Lowe's Companies
LOW
$137B
$324K 0.02%
1,390
+35
CB icon
163
Chubb
CB
$107B
$323K 0.02%
1,069
-25
CTSH icon
164
Cognizant
CTSH
$32.3B
$303K 0.02%
3,960
VEA icon
165
Vanguard FTSE Developed Markets ETF
VEA
$178B
$299K 0.02%
5,882
+1,517
BSX icon
166
Boston Scientific
BSX
$147B
$298K 0.02%
2,951
-150
BLK icon
167
Blackrock
BLK
$180B
$294K 0.02%
311
+33
DTE icon
168
DTE Energy
DTE
$29.5B
$291K 0.02%
2,107
-98
VTV icon
169
Vanguard Value ETF
VTV
$147B
$291K 0.02%
1,687
PGR icon
170
Progressive
PGR
$132B
$288K 0.02%
1,016
-84
DXCM icon
171
DexCom
DXCM
$26.1B
$285K 0.02%
4,180
-1,272
INTC icon
172
Intel
INTC
$176B
$278K 0.02%
12,252
-1,875
PSA icon
173
Public Storage
PSA
$54B
$275K 0.02%
918
GE icon
174
GE Aerospace
GE
$318B
$269K 0.02%
1,343
+22
SYY icon
175
Sysco
SYY
$38.2B
$267K 0.01%
3,555
-2,095