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
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.69M
3
+$2.39M
4
TMUS icon
T-Mobile US
TMUS
+$2.3M
5
ADI icon
Analog Devices
ADI
+$1.2M

Top Sells

1
+$3.87M
2
+$2.81M
3
+$1.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$946K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$847K

Sector Composition

1 Healthcare 25.57%
2 Technology 20.24%
3 Industrials 13.9%
4 Communication Services 11.84%
5 Consumer Discretionary 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.5M 5.72%
660,423
-2,693
2
$70.9M 4.34%
262,547
-1,827
3
$58.7M 3.6%
225,699
-2,013
4
$57M 3.49%
194,008
+1,278
5
$55M 3.37%
158,100
+403
6
$52.3M 3.2%
185,599
+875
7
$51.2M 3.14%
2,472,370
-32,310
8
$50.6M 3.1%
301,878
+7,180
9
$49.2M 3.01%
290,892
+6,821
10
$48.5M 2.97%
334,217
+2,555
11
$48M 2.94%
359,140
-6,340
12
$46.2M 2.83%
391,035
+7,477
13
$45.3M 2.78%
876,018
+16,571
14
$44.1M 2.7%
381,584
+8,722
15
$37.2M 2.28%
94,220
+1,524
16
$35.5M 2.18%
287,289
+2,427
17
$33.4M 2.05%
279,967
+7,094
18
$33.3M 2.04%
128,661
-978
19
$32.6M 2%
661,691
+7,311
20
$31.4M 1.92%
119,079
-41
21
$29.1M 1.78%
218,480
-7,100
22
$28.6M 1.75%
174,340
+2,300
23
$27.9M 1.71%
139,737
+4,675
24
$27.2M 1.67%
212,900
+17,989
25
$24.9M 1.53%
198,832
+26,713
1
2 3 4 5