RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2B
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$904M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$3.38M
3 +$3.09M
4
AEO icon
American Eagle Outfitters
AEO
+$2.29M
5
SYK icon
Stryker
SYK
+$1.56M

Top Sells

1 +$3.09M
2 +$1.48M
3 +$1.1M
4
META icon
Meta Platforms (Facebook)
META
+$911K
5
IPGP icon
IPG Photonics
IPGP
+$656K

Sector Composition

1 Healthcare 28.45%
2 Technology 18.68%
3 Industrials 12.46%
4 Financials 11.72%
5 Communication Services 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$42.5M 4.7%
180,549
-418
2
$36.7M 4.05%
772,008
+32,560
3
$32.1M 3.55%
274,275
+7,353
4
$29.6M 3.27%
284,749
+544
5
$28.6M 3.17%
332,391
+1,031
6
$27.9M 3.09%
199,700
-22,091
7
$27.7M 3.06%
249,618
+7,010
8
$27.4M 3.03%
138,809
+7,904
9
$27.3M 3.02%
259,758
+5,413
10
$27M 2.98%
301,337
+9,897
11
$26.3M 2.91%
150,102
+7,038
12
$25.1M 2.78%
427,000
+4,300
13
$24.9M 2.75%
311,554
+9,190
14
$24M 2.65%
79,376
+259
15
$23.6M 2.61%
280,170
+13,827
16
$22.6M 2.5%
212,503
+9,777
17
$21.5M 2.38%
169,526
-3,135
18
$21.5M 2.37%
271,449
+6,191
19
$18.3M 2.02%
114,607
-2,453
20
$17.4M 1.92%
528,342
+102,782
21
$16.5M 1.82%
186,831
+9,790
22
$14.1M 1.56%
119,805
+9,087
23
$12.9M 1.43%
84,947
-4,321
24
$12.8M 1.41%
122,580
+1,581
25
$12.1M 1.34%
49,249
-397