RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2.13B
1-Year Est. Return 23.19%
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$10.6M
3
+$9.42M
4
CRM icon
Salesforce
CRM
+$5.23M
5
AMAT icon
Applied Materials
AMAT
+$4.4M

Top Sells

1
+$17.1M
2
+$9.61M
3
+$4.66M
4
APTV icon
Aptiv
APTV
+$4.64M
5
VRT icon
Vertiv
VRT
+$4.25M

Sector Composition

1 Technology 36.3%
2 Healthcare 17.84%
3 Industrials 16.88%
4 Consumer Discretionary 9.63%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ILMN icon
151
Illumina
ILMN
$19.5B
$367K 0.02%
3,846
-719
MDLZ icon
152
Mondelez International
MDLZ
$72.2B
$367K 0.02%
5,436
-221
SHW icon
153
Sherwin-Williams
SHW
$83.7B
$366K 0.02%
1,065
-35
DXCM icon
154
DexCom
DXCM
$25.1B
$365K 0.02%
4,180
WEC icon
155
WEC Energy
WEC
$35.2B
$360K 0.02%
3,454
-290
SNA icon
156
Snap-on
SNA
$17.7B
$358K 0.02%
1,150
+500
EXR icon
157
Extra Space Storage
EXR
$28.1B
$346K 0.02%
2,347
VOOG icon
158
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$340K 0.02%
856
-200
ORA icon
159
Ormat Technologies
ORA
$6.72B
$335K 0.02%
4,004
-1,749
GE icon
160
GE Aerospace
GE
$305B
$332K 0.02%
1,289
-54
EFSI
161
Eagle Financial Services Inc
EFSI
$201M
$325K 0.02%
+10,600
ADBE icon
162
Adobe
ADBE
$135B
$324K 0.02%
838
-180
LOW icon
163
Lowe's Companies
LOW
$136B
$321K 0.02%
1,446
+56
ACN icon
164
Accenture
ACN
$162B
$316K 0.02%
1,058
-578
IWV icon
165
iShares Russell 3000 ETF
IWV
$18.2B
$316K 0.02%
901
-200
BSX icon
166
Boston Scientific
BSX
$147B
$313K 0.02%
2,914
-37
CB icon
167
Chubb
CB
$116B
$311K 0.02%
1,074
+5
CTSH icon
168
Cognizant
CTSH
$37.5B
$310K 0.02%
3,973
+13
PANW icon
169
Palo Alto Networks
PANW
$132B
$286K 0.01%
1,399
-133
CLX icon
170
Clorox
CLX
$12.9B
$285K 0.01%
2,374
+170
QCOM icon
171
Qualcomm
QCOM
$183B
$270K 0.01%
1,694
+285
DTE icon
172
DTE Energy
DTE
$27.3B
$269K 0.01%
2,030
-77
PSA icon
173
Public Storage
PSA
$47.9B
$269K 0.01%
918
SYY icon
174
Sysco
SYY
$35.6B
$267K 0.01%
3,525
-30
BLK icon
175
Blackrock
BLK
$161B
$265K 0.01%
253
-58
5 6
7
8 9