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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
+7.41%
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
$2.13B
AUM Growth
+$129M
Cap. Flow
+$23.2M
Cap. Flow %
1.09%
Top 10 Hldgs %
40.9%
Holding
203
New
8
Increased
64
Reduced
100
Closed
2

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$15.2M
2
SN icon
SharkNinja
SN
+$4.21M
3
RKT icon
Rocket Companies
RKT
+$3.56M
4
IBM icon
IBM
IBM
+$3.41M
5
UL icon
Unilever
UL
+$2.97M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$7.89M
2
PRGO icon
Perrigo
PRGO
+$4.83M
3
NYT icon
New York Times
NYT
+$3.71M
4
ADP icon
Automatic Data Processing
ADP
+$2.62M
5
BDX icon
Becton Dickinson
BDX
+$2.25M

Sector Composition

Rank Sector Weight
1 Technology 38.06%
2 Industrials 16.07%
3 Healthcare 15.88%
4 Consumer Discretionary 10.12%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEL icon
151
TE Connectivity
TEL
$62B
$354K 0.02%
1,614
+164
+11% +$32.9K
TGT icon
152
Target
TGT
$69.9B
$349K 0.02%
3,893
-350
-8% -$34.5K
IWB icon
153
iShares Russell 1000 ETF
IWB
$50.2B
$348K 0.02%
952
-150
-14% -$52.8K
MDT icon
154
Medtronic
MDT
$116B
$340K 0.02%
3,575
-5,926
-62% -$545K
MRSH
155
Marsh
MRSH
$90.1B
$340K 0.02%
1,685
-25
-1% -$5.14K
MDLZ icon
156
Mondelez International
MDLZ
$79.4B
$338K 0.02%
5,417
-19
-0.3% -$1.23K
IJJ icon
157
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$337K 0.02%
2,600
-1,000
-28% -$128K
EXR icon
158
Extra Space Storage
EXR
$31B
$331K 0.02%
2,347
– –
VOOG icon
159
Vanguard S&P 500 Growth ETF
VOOG
$27.2B
$329K 0.02%
4,536
-600
-12% -$41.5K
PAYX icon
160
Paychex
PAYX
$42.8B
$328K 0.02%
2,585
-831
-24% -$115K
IWV icon
161
iShares Russell 3000 ETF
IWV
$20.4B
$323K 0.02%
851
-50
-6% -$18.2K
STZ icon
162
Constellation Brands
STZ
$22.9B
$317K 0.01%
2,351
-75
-3% -$11.9K
DHI icon
163
D.R. Horton
DHI
$40.8B
$314K 0.01%
1,850
+250
+16% +$39.3K
ILMN icon
164
Illumina
ILMN
$29.1B
$311K 0.01%
3,271
-575
-15% -$57K
NKE icon
165
Nike
NKE
$60.1B
$308K 0.01%
4,419
-1,850
-30% -$138K
DELL icon
166
Dell
DELL
$313B
$306K 0.01%
2,158
+28
+1% +$3.63K
ANET icon
167
Arista Networks
ANET
$265B
$304K 0.01%
2,085
-100
-5% -$12.9K
BSX icon
168
Boston Scientific
BSX
$74.5B
$303K 0.01%
3,099
+185
+6% +$19.2K
CLX icon
169
Clorox
CLX
$12.8B
$293K 0.01%
2,374
– –
SYY icon
170
Sysco
SYY
$40.5B
$288K 0.01%
3,492
-33
-0.9% -$2.64K
DXCM icon
171
DexCom
DXCM
$34.3B
$285K 0.01%
4,240
+60
+1% +$4.75K
QCOM icon
172
Qualcomm
QCOM
$171B
$282K 0.01%
1,694
– –
PANW icon
173
Palo Alto Networks
PANW
$315B
$279K 0.01%
1,369
-30
-2% -$5.74K
CB icon
174
Chubb
CB
$132B
$274K 0.01%
969
-105
-10% -$28.9K
CTSH icon
175
Cognizant
CTSH
$26.2B
$273K 0.01%
4,070
+97
+2% +$7.01K
5 6
7
8 9

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Reynders McVeigh Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Reynders McVeigh Capital Management held 203 positions worth $2.13B, up 6.5% from $2B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 4.9%. Reynders McVeigh Capital Management opened 8 new positions and exited 2, leaving the 203-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 36% a quarter earlier, followed by Industrials and Healthcare.

  • Reynders McVeigh Capital Management's largest Q3 2025 buy was SharkNinja: 36,825 shares worth $3.8M.
  • Reynders McVeigh Capital Management added most to Broadcom in Q3 2025, an estimated $15.2M increase.
  • Reynders McVeigh Capital Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $7.89M.
  • Reynders McVeigh Capital Management fully exited DTE Energy in Q3 2025, selling an estimated $269K.
  • Reynders McVeigh Capital Management's ten largest holdings make up 41% of its $2.13B portfolio in Q3 2025.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 2 in Q3 2025.
  • Reynders McVeigh Capital Management's portfolio value rose 6.5% quarter-over-quarter to $2.13B.

Based on Reynders McVeigh Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.