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
$1.58B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$8.74M
3 +$7.88M
4
CCK icon
Crown Holdings
CCK
+$7.57M
5
NET icon
Cloudflare
NET
+$3.96M

Top Sells

1 +$8.2M
2 +$6.81M
3 +$5.71M
4
AAPL icon
Apple
AAPL
+$4.98M
5
ADI icon
Analog Devices
ADI
+$4.57M

Sector Composition

1 Technology 28.47%
2 Healthcare 23.95%
3 Industrials 16.52%
4 Consumer Discretionary 11.92%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$95.2M 6.03%
494,489
-25,887
2
$76.4M 4.84%
1,541,760
-165,610
3
$69.4M 4.39%
184,538
-6,049
4
$61.7M 3.91%
144,635
-5,445
5
$59.5M 3.77%
191,793
-3,020
6
$53.8M 3.41%
271,142
-23,038
7
$53.8M 3.41%
936,445
-15,931
8
$50.3M 3.18%
217,218
-29,442
9
$46.5M 2.94%
449,106
-40,118
10
$45.6M 2.89%
362,934
-16,669
11
$42.5M 2.69%
385,965
-1,492
12
$38.2M 2.42%
334,108
+19,714
13
$37.7M 2.39%
269,737
-14,397
14
$37M 2.34%
340,610
-5,457
15
$36.6M 2.32%
228,290
-3,636
16
$35.9M 2.27%
290,051
-3,709
17
$32.2M 2.04%
107,521
-3,066
18
$31.6M 2%
135,693
-6,510
19
$29.1M 1.85%
310,703
+5,532
20
$29M 1.84%
592,453
-8,745
21
$27.6M 1.75%
113,262
+4,211
22
$27M 1.71%
544,772
+32,754
23
$26.2M 1.66%
185,806
-7,213
24
$25.3M 1.6%
101,938
-2,959
25
$24.4M 1.55%
160,565
-1,161