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
$1.89B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.54M
3
+$5.67M
4
ARM icon
Arm
ARM
+$5.29M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$4.58M

Top Sells

1
+$10.1M
2
+$7.18M
3
+$4.68M
4
ENPH icon
Enphase Energy
ENPH
+$1.99M
5
ILMN icon
Illumina
ILMN
+$1.5M

Sector Composition

1 Technology 33.37%
2 Healthcare 19.95%
3 Industrials 18.13%
4 Consumer Discretionary 9.48%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$157M 8.29%
1,288,852
-59,088
2
$118M 6.28%
508,284
+8,013
3
$80.8M 4.28%
187,673
+2,157
4
$75.2M 3.99%
934,810
-7,420
5
$70.8M 3.75%
143,366
+60
6
$62M 3.29%
222,995
+677
7
$59.3M 3.14%
257,494
-1,188
8
$54.3M 2.88%
202,199
+2,902
9
$47.7M 2.53%
297,667
+2,766
10
$47M 2.49%
227,587
-677
11
$46.9M 2.48%
346,992
+2,872
12
$46.4M 2.46%
406,723
+5,018
13
$42.2M 2.24%
254,352
-1,302
14
$39.7M 2.1%
109,920
+868
15
$38.7M 2.05%
594,321
+2,197
16
$37.9M 2.01%
322,828
+1,619
17
$34M 1.8%
122,753
-4,059
18
$32M 1.7%
286,119
+7,628
19
$31.1M 1.65%
558,620
-11,866
20
$31M 1.64%
166,577
+2,595
21
$29.4M 1.56%
176,128
-2,396
22
$29.3M 1.55%
292,651
+31,508
23
$29.1M 1.54%
120,729
+665
24
$29.1M 1.54%
111,130
-348
25
$28.8M 1.53%
300,745
+6,350
1
2 3 4 5