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
$1.14B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$6.8M
3
+$3.75M
4
MSFT icon
Microsoft
MSFT
+$3.68M
5
SYY icon
Sysco
SYY
+$3.38M

Top Sells

1
+$3.12M
2
+$2.1M
3
+$1.8M
4
TDOC icon
Teladoc Health
TDOC
+$1.77M
5
IPGP icon
IPG Photonics
IPGP
+$1.64M

Sector Composition

1 Healthcare 28.32%
2 Technology 20.78%
3 Industrials 11.48%
4 Financials 11.02%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67M 5.87%
735,128
+74,592
2
$45.7M 3.99%
154,381
+4,539
3
$45.5M 3.98%
261,409
-5,259
4
$42.6M 3.73%
271,756
-207
5
$38.4M 3.36%
180,349
+12,326
6
$37M 3.24%
181,926
+18,058
7
$33.6M 2.94%
301,501
+33,625
8
$33.5M 2.93%
273,292
+16,530
9
$32.6M 2.85%
356,129
+18,313
10
$32.2M 2.81%
328,110
+16,949
11
$32M 2.8%
167,551
-9,257
12
$30.9M 2.71%
85,899
+1,871
13
$30.5M 2.67%
344,375
+21,210
14
$28.5M 2.49%
401,540
+2,400
15
$28.4M 2.49%
675,787
+9,535
16
$28.1M 2.46%
250,800
+12,928
17
$25M 2.19%
2,630,160
+56,680
18
$24.7M 2.16%
137,116
-7,809
19
$22.3M 1.95%
161,300
+5,840
20
$19.4M 1.69%
196,825
+4,748
21
$19.3M 1.69%
198,016
-2,808
22
$18.8M 1.64%
289,022
+8,561
23
$18.5M 1.62%
36,862
-4,193
24
$18.1M 1.58%
206,887
-35,704
25
$17.3M 1.52%
74,236
+9,913
1
2 3 4 5