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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
INTC icon
176
Intel
INTC
$509B
$263K 0.01%
11,727
-525
-4% -$10.9K
VST icon
177
Vistra
VST
$49.2B
$262K 0.01%
+1,351
New +$200K
DELL icon
178
Dell
DELL
$313B
$261K 0.01%
+2,130
New +$218K
PGR icon
179
Progressive
PGR
$121B
$254K 0.01%
952
-64
-6% -$17.5K
CSL icon
180
Carlisle Companies
CSL
$15.2B
$253K 0.01%
678
+1
+0.1% +$371
RPM icon
181
RPM International
RPM
$14.7B
$247K 0.01%
2,250
– –
T icon
182
AT&T
T
$166B
$245K 0.01%
8,479
+177
+2% +$4.88K
RSP icon
183
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$244K 0.01%
1,341
– –
TEL icon
184
TE Connectivity
TEL
$62B
$244K 0.01%
1,450
-22
-1% -$3.34K
KR icon
185
Kroger
KR
$34.3B
$243K 0.01%
3,393
-46
-1% -$3.18K
MMM icon
186
3M
MMM
$94.8B
$233K 0.01%
1,527
-106
-6% -$15.1K
CVX icon
187
Chevron
CVX
$386B
$231K 0.01%
1,615
+403
+33% +$56.8K
VZ icon
188
Verizon
VZ
$195B
$227K 0.01%
5,243
+171
+3% +$7.41K
ANET icon
189
Arista Networks
ANET
$265B
$224K 0.01%
2,185
-397
-15% -$34.3K
QQQ icon
190
Invesco QQQ Trust
QQQ
$481B
$223K 0.01%
+405
New +$201K
EGP icon
191
EastGroup Properties
EGP
$10.9B
$209K 0.01%
1,250
-200
-14% -$33.3K
VEA icon
192
Vanguard FTSE Developed Markets ETF
VEA
$238B
$209K 0.01%
3,665
-2,217
-38% -$119K
PH icon
193
Parker-Hannifin
PH
$135B
$208K 0.01%
+297
New +$188K
DHI icon
194
D.R. Horton
DHI
$40.8B
$206K 0.01%
+1,600
New +$197K
AUR icon
195
Aurora
AUR
$13.5B
$116K 0.01%
22,178
– –
ERIC icon
196
Ericsson
ERIC
$33.4B
– –
-11,504
Closed -$89K
FDX icon
197
FedEx
FDX
$77.3B
– –
-855
Closed -$208K
TER icon
198
Teradyne
TER
$63B
– –
-15,276
Closed -$1.26M
UNH icon
199
UnitedHealth
UNH
$364B
– –
-750
Closed -$393K
VTV icon
200
Vanguard Morningstar Value ETF
VTV
$193B
– –
-1,687
Closed -$291K
5 6 7
8
9

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NIM
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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.