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
$1.5B
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.18M
3
+$3.98M
4
CARR icon
Carrier Global
CARR
+$3.52M
5
SYY icon
Sysco
SYY
+$3.47M

Top Sells

1
+$9.37M
2
+$5.01M
3
+$4.6M
4
PYPL icon
PayPal
PYPL
+$2.8M
5
NVS icon
Novartis
NVS
+$2.79M

Sector Composition

1 Healthcare 26.22%
2 Technology 18.98%
3 Industrials 13.46%
4 Communication Services 11.84%
5 Consumer Discretionary 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.3M 5.42%
665,589
-14,676
2
$56.3M 3.75%
231,848
-11,524
3
$55.7M 3.71%
156,401
+2,457
4
$53.3M 3.55%
267,083
-950
5
$51.7M 3.45%
280,128
-7,449
6
$50.7M 3.38%
191,020
+5,506
7
$45.5M 3.03%
379,794
+637
8
$44.8M 2.99%
289,066
+1,844
9
$43.6M 2.91%
328,383
+2,730
10
$43.5M 2.9%
184,485
+922
11
$42.2M 2.81%
364,144
+10,225
12
$38.7M 2.58%
375,460
-18,960
13
$38.3M 2.55%
270,251
+8,764
14
$35.3M 2.35%
835,541
+83,278
15
$34.5M 2.3%
682,187
-3,735
16
$34.5M 2.3%
92,348
+1,173
17
$33.3M 2.22%
2,496,040
+16,760
18
$29.9M 1.99%
284,431
-2,964
19
$29.7M 1.98%
133,563
-20,652
20
$29.1M 1.94%
119,556
+163
21
$27.9M 1.86%
153,418
-8,820
22
$26.3M 1.75%
169,800
+5,480
23
$23.9M 1.59%
126,828
+15,323
24
$23.8M 1.58%
229,800
-9,720
25
$23.2M 1.55%
416,318
+57,176
1
2 3 4 5