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
$1.63B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1 +$5.34M
2 +$4.39M
3 +$2.99M
4
UL icon
Unilever
UL
+$2.32M
5
OTLY
Oatly Group
OTLY
+$2.04M

Top Sells

1 +$4.22M
2 +$2.95M
3 +$1.93M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.65M
5
FI icon
Fiserv
FI
+$1.38M

Sector Composition

1 Healthcare 25.9%
2 Technology 19.96%
3 Industrials 13.27%
4 Communication Services 11.51%
5 Consumer Discretionary 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$90.8M 5.56%
663,116
-2,473
2
$66.4M 4.07%
227,712
-4,136
3
$62.9M 3.85%
264,374
-2,709
4
$57.6M 3.53%
157,697
+1,296
5
$55.1M 3.38%
192,730
+1,710
6
$51.2M 3.14%
331,662
+3,279
7
$50.7M 3.11%
294,698
+5,632
8
$50.1M 3.07%
2,504,680
+8,640
9
$50M 3.07%
184,724
+239
10
$49.9M 3.06%
284,071
+3,943
11
$44.6M 2.73%
365,480
-9,980
12
$44.5M 2.72%
383,558
+3,764
13
$42.7M 2.61%
92,696
+348
14
$41.8M 2.56%
859,447
+23,906
15
$39.3M 2.41%
372,862
+8,718
16
$38.4M 2.35%
272,873
+2,622
17
$34.2M 2.09%
284,862
+431
18
$30.9M 1.9%
119,120
-436
19
$29.6M 1.81%
172,040
+2,240
20
$29.4M 1.8%
129,639
-3,924
21
$28.5M 1.75%
654,380
-27,807
22
$28.3M 1.73%
225,580
-4,220
23
$28.2M 1.73%
194,911
+30,335
24
$26.8M 1.64%
135,062
+8,234
25
$26.7M 1.63%
455,975
+39,657