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
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$9.96M
3
+$6.2M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$5.56M
5
ALC icon
Alcon
ALC
+$5.29M

Top Sells

1
+$57.6M
2
+$19.1M
3
+$11.7M
4
CNI icon
Canadian National Railway
CNI
+$9.86M
5
NVDA icon
NVIDIA
NVDA
+$8.36M

Sector Composition

1 Technology 34.37%
2 Healthcare 19.6%
3 Industrials 17.79%
4 Consumer Discretionary 9.2%
5 Communication Services 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$167M 9.46%
1,347,940
-67,630
2
$105M 5.99%
500,271
+9,304
3
$82.9M 4.71%
185,516
+2,520
4
$63.2M 3.59%
143,306
+934
5
$59.4M 3.38%
942,230
-4,867
6
$59M 3.35%
258,682
-2,011
7
$55.5M 3.16%
222,318
+2,783
8
$54.9M 3.12%
199,297
+2,826
9
$46.7M 2.65%
344,120
+4,866
10
$46.6M 2.65%
255,654
-2,649
11
$41.7M 2.37%
401,705
+5,527
12
$41.5M 2.36%
294,901
-1,490
13
$40.2M 2.28%
228,264
+1,031
14
$39.9M 2.27%
592,124
+7,974
15
$37.1M 2.11%
109,052
+2,220
16
$35.4M 2.01%
321,209
+1,724
17
$32.7M 1.86%
178,524
-4,512
18
$32.2M 1.83%
272,251
-83,481
19
$31.7M 1.8%
163,982
+4,102
20
$30.3M 1.72%
126,812
-6,137
21
$29.2M 1.66%
570,486
-19,610
22
$28.1M 1.59%
120,064
+1,594
23
$27.5M 1.56%
128,945
-1,313
24
$26.6M 1.51%
278,491
+27,619
25
$25.2M 1.43%
152,927
-988
1
2 3 4 5