RMCM
Reynders McVeigh Capital Management Portfolio holdings
AUM
$2.13B
1-Year Est. Return
23.19%
1 Year Est. Return
+23.19%
AUM
$2B
AUM Growth
+$212M
(+12%)
Holding
201
Top Buys
| 1 | +$25.1M | |
| 2 | +$10.6M | |
| 3 | +$9.42M | |
| 4 |
Salesforce
CRM
|
+$5.23M |
| 5 |
Applied Materials
AMAT
|
+$4.4M |
Top Sells
| 1 | +$17.1M | |
| 2 | +$9.61M | |
| 3 | +$4.66M | |
| 4 |
Aptiv
APTV
|
+$4.64M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Waters Corp
WAT
$23.7B
| – | – |
-553
|
|