RMCM
Reynders McVeigh Capital Management Portfolio holdings
AUM
$2B
1-Year Return
22.93%
This Quarter Return
-11.3%
1 Year Return
+22.93%
3 Year Return
+109.5%
5 Year Return
+168.49%
10 Year Return
+483.96%
AUM
$878M
AUM Growth
-$159M
(-15%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-2.03%
Top 10 Holdings %
Top 10 Hldgs %
33.48%
Holding
236
New
8
Increased
70
Reduced
92
Closed
43
Top Buys
| 1 |
Becton Dickinson
BDX
|
+$3.49M |
| 2 |
CVS Health
CVS
|
+$3.47M |
| 3 |
Amphenol
APH
|
+$3.38M |
| 4 |
Microsoft
MSFT
|
+$2.65M |
| 5 |
Unilever
UL
|
+$1.91M |
Top Sells
| 1 |
Teladoc Health
TDOC
|
+$6.27M |
| 2 |
Apple
AAPL
|
+$5.24M |
| 3 |
IPG Photonics
IPGP
|
+$3.3M |
| 4 |
Mastercard
MA
|
+$2.55M |
| 5 |
American Eagle Outfitters
AEO
|
+$2.21M |
Sector Composition
| 1 | Healthcare | 31.02% |
| 2 | Technology | 19.51% |
| 3 | Industrials | 11.03% |
| 4 | Communication Services | 10.43% |
| 5 | Financials | 10.22% |
