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
$1.45B
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.81M
3
+$2.59M
4
TER icon
Teradyne
TER
+$1.8M
5
TJX icon
TJX Companies
TJX
+$1.6M

Top Sells

1
+$4.76M
2
+$4.36M
3
+$3M
4
ADI icon
Analog Devices
ADI
+$2.76M
5
NVO icon
Novo Nordisk
NVO
+$2.67M

Sector Composition

1 Technology 25.94%
2 Healthcare 25.6%
3 Industrials 15.08%
4 Consumer Discretionary 10.81%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.6M 6.24%
549,568
-26,455
2
$58.7M 4.04%
200,004
-6,542
3
$58.6M 4.04%
297,297
-13,972
4
$57.4M 3.95%
2,065,390
-171,370
5
$56.1M 3.86%
154,380
-5,317
6
$55.4M 3.82%
192,329
-5,056
7
$55.3M 3.81%
247,554
-6,106
8
$45.7M 3.15%
387,796
-8,878
9
$43.9M 3.02%
959,063
-5,850
10
$43.6M 3%
547,996
-33,608
11
$42.5M 2.93%
346,623
-11,337
12
$39M 2.68%
385,291
-2,948
13
$34.9M 2.4%
295,248
-2,652
14
$32.9M 2.27%
317,546
-28,930
15
$32.7M 2.25%
312,424
+2,203
16
$32.7M 2.25%
114,511
-4,069
17
$32.5M 2.23%
145,875
+2,696
18
$31M 2.14%
214,293
-3,589
19
$26.4M 1.82%
106,689
+4,288
20
$25M 1.72%
643,662
-46,425
21
$22.9M 1.57%
110,261
-5,119
22
$22.4M 1.54%
223,254
-4,145
23
$21.8M 1.5%
292,849
+3,072
24
$21.5M 1.48%
144,830
-960
25
$21.5M 1.48%
274,792
+20,465
1
2 3 4 5