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
$1.74B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.91M
3
+$6.69M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.04M
5
VLTO icon
Veralto
VLTO
+$5.08M

Top Sells

1
+$11.4M
2
+$6.34M
3
+$3.03M
4
SBUX icon
Starbucks
SBUX
+$2.84M
5
VEEV icon
Veeva Systems
VEEV
+$2.56M

Sector Composition

1 Technology 30.03%
2 Healthcare 24.33%
3 Industrials 16.75%
4 Consumer Discretionary 10.56%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$128M 7.36%
1,415,570
-126,190
2
$84.2M 4.85%
490,967
-3,522
3
$77M 4.43%
182,996
-1,542
4
$68.6M 3.95%
142,372
-2,263
5
$57.6M 3.32%
448,673
-433
6
$57.2M 3.3%
196,471
+4,678
7
$55.1M 3.17%
947,097
+10,652
8
$54.8M 3.16%
219,535
+2,317
9
$51.6M 2.97%
260,693
-10,449
10
$46.9M 2.7%
355,732
-7,202
11
$45M 2.59%
396,178
+10,213
12
$43.8M 2.52%
339,254
+5,146
13
$42.6M 2.46%
296,391
+6,340
14
$39M 2.24%
258,303
-11,434
15
$38.2M 2.2%
106,832
-689
16
$37.1M 2.14%
227,233
-1,057
17
$33.7M 1.94%
584,150
+39,378
18
$33.2M 1.91%
132,949
-2,744
19
$32.4M 1.87%
319,485
+8,782
20
$31.1M 1.79%
330,462
-10,148
21
$29.3M 1.69%
118,470
+5,208
22
$28.8M 1.66%
159,880
-685
23
$27.9M 1.6%
183,036
-2,770
24
$27.8M 1.6%
130,258
+2,062
25
$25.5M 1.47%
590,096
-2,357
1
2 3 4 5