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
$1.46B
AUM Growth
-$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$9.67M
2 +$3.37M
3 +$3.25M
4
PRGO icon
Perrigo
PRGO
+$2.69M
5
NET icon
Cloudflare
NET
+$2.2M

Top Sells

1 +$10.4M
2 +$9.01M
3 +$5.85M
4
SBUX icon
Starbucks
SBUX
+$3.78M
5
AAPL icon
Apple
AAPL
+$2.34M

Sector Composition

1 Technology 27.86%
2 Healthcare 25.22%
3 Industrials 14.66%
4 Consumer Discretionary 11.87%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$89.1M 6.12%
520,376
-13,665
2
$74.3M 5.1%
1,707,370
-134,550
3
$60.2M 4.14%
190,587
+1,595
4
$59.4M 4.08%
150,080
-2,115
5
$55.7M 3.83%
194,813
-1,117
6
$54.3M 3.73%
246,660
-893
7
$52.6M 3.61%
952,376
-5,004
8
$51.5M 3.54%
294,180
+570
9
$44.5M 3.06%
489,224
-19,100
10
$41.1M 2.83%
379,603
-2,493
11
$37.5M 2.58%
387,457
+3,936
12
$37.2M 2.56%
284,134
-8,863
13
$36.7M 2.52%
293,760
+2,709
14
$34.2M 2.35%
142,203
-3,604
15
$33.1M 2.27%
346,067
+1,149
16
$32.5M 2.23%
231,926
+8,827
17
$30.2M 2.08%
110,587
-2,255
18
$28.6M 1.97%
314,394
-3,208
19
$28.2M 1.94%
109,051
+1,806
20
$27.1M 1.86%
305,171
+11,651
21
$26.2M 1.8%
104,897
-801
22
$25.4M 1.75%
193,019
-2,568
23
$24.8M 1.7%
601,198
-15,273
24
$21.7M 1.49%
148,823
+2,323
25
$21.5M 1.48%
512,018
+21,446