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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
ILMN icon
151
Illumina
ILMN
$29.1B
$367K 0.02%
3,846
-719
-16% -$58.4K
MDLZ icon
152
Mondelez International
MDLZ
$79.4B
$367K 0.02%
5,436
-221
-4% -$14.7K
SHW icon
153
Sherwin-Williams
SHW
$87.4B
$366K 0.02%
1,065
-35
-3% -$12.1K
DXCM icon
154
DexCom
DXCM
$34.3B
$365K 0.02%
4,180
– –
WEC icon
155
WEC Energy
WEC
$35.6B
$360K 0.02%
3,454
-290
-8% -$30.9K
SNA icon
156
Snap-on
SNA
$21.1B
$358K 0.02%
1,150
+500
+77% +$159K
EXR icon
157
Extra Space Storage
EXR
$31B
$346K 0.02%
2,347
– –
VOOG icon
158
Vanguard S&P 500 Growth ETF
VOOG
$27.2B
$340K 0.02%
5,136
-1,200
-19% -$71.4K
ORA icon
159
Ormat Technologies
ORA
$6.97B
$335K 0.02%
4,004
-1,749
-30% -$131K
GE icon
160
GE Aerospace
GE
$379B
$332K 0.02%
1,289
-54
-4% -$11.8K
EFSI
161
Eagle Financial Services Inc
EFSI
$230M
$325K 0.02%
+10,600
New +$327K
ADBE icon
162
Adobe
ADBE
$103B
$324K 0.02%
838
-180
-18% -$69.4K
LOW icon
163
Lowe's Companies
LOW
$121B
$321K 0.02%
1,446
+56
+4% +$12.5K
ACN icon
164
Accenture
ACN
$110B
$316K 0.02%
1,058
-578
-35% -$176K
IWV icon
165
iShares Russell 3000 ETF
IWV
$20.4B
$316K 0.02%
901
-200
-18% -$65K
BSX icon
166
Boston Scientific
BSX
$74.5B
$313K 0.02%
2,914
-37
-1% -$3.74K
CB icon
167
Chubb
CB
$132B
$311K 0.02%
1,074
+5
+0.5% +$1.44K
CTSH icon
168
Cognizant
CTSH
$26.2B
$310K 0.02%
3,973
+13
+0.3% +$996
PANW icon
169
Palo Alto Networks
PANW
$315B
$286K 0.01%
1,399
-133
-9% -$24.7K
CLX icon
170
Clorox
CLX
$12.8B
$285K 0.01%
2,374
+170
+8% +$22.7K
QCOM icon
171
Qualcomm
QCOM
$171B
$270K 0.01%
1,694
+285
+20% +$42K
DTE icon
172
DTE Energy
DTE
$28.9B
$269K 0.01%
2,030
-77
-4% -$10.4K
PSA icon
173
Public Storage
PSA
$60.4B
$269K 0.01%
918
– –
SYY icon
174
Sysco
SYY
$40.5B
$267K 0.01%
3,525
-30
-0.8% -$2.18K
BLK icon
175
Blackrock
BLK
$180B
$265K 0.01%
253
-58
-19% -$54.8K
5 6
7
8 9

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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.