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
$1.76B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.06M
3
+$1.96M
4
MSFT icon
Microsoft
MSFT
+$1.4M
5
MRNA icon
Moderna
MRNA
+$1.23M

Top Sells

1
+$4.55M
2
+$2.72M
3
+$2.47M
4
AAPL icon
Apple
AAPL
+$2.39M
5
MDT icon
Medtronic
MDT
+$2.34M

Sector Composition

1 Healthcare 24.54%
2 Technology 22.59%
3 Industrials 13.99%
4 Consumer Discretionary 11.03%
5 Communication Services 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 6.52%
646,948
-13,475
2
$76.1M 4.31%
260,774
-1,773
3
$70M 3.97%
2,379,970
-92,400
4
$67.4M 3.82%
193,252
-756
5
$63.8M 3.62%
189,751
+4,152
6
$57.9M 3.28%
161,108
+3,008
7
$55.6M 3.16%
333,711
-506
8
$55.2M 3.13%
392,017
+982
9
$53.2M 3.02%
302,661
+783
10
$51.4M 2.91%
354,540
-4,600
11
$48M 2.73%
885,787
+9,769
12
$47.1M 2.67%
383,631
+2,047
13
$45.9M 2.6%
296,254
+5,362
14
$44.6M 2.53%
236,624
+10,925
15
$44.1M 2.5%
125,298
-3,363
16
$35.2M 2%
142,917
+3,180
17
$35.2M 1.99%
95,012
+792
18
$34.6M 1.96%
282,808
+2,841
19
$34.3M 1.95%
286,112
-1,177
20
$32.3M 1.83%
669,170
+7,479
21
$31.8M 1.8%
118,760
-319
22
$31.3M 1.78%
216,640
-1,840
23
$29.3M 1.66%
175,800
+1,460
24
$27.8M 1.58%
496,868
+34,958
25
$25.8M 1.46%
250,317
+5,789
1
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