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
$1.9B
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.29M
3
+$6.61M
4
HD icon
Home Depot
HD
+$6.39M
5
ULS icon
UL Solutions
ULS
+$5.21M

Top Sells

1
+$7.19M
2
+$6.5M
3
+$5.8M
4
CNI icon
Canadian National Railway
CNI
+$5.62M
5
NVDA icon
NVIDIA
NVDA
+$4.79M

Sector Composition

1 Technology 35.17%
2 Healthcare 17.85%
3 Industrials 17.01%
4 Consumer Discretionary 10.33%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$168M 8.86%
1,253,188
-35,664
2
$126M 6.65%
504,734
-3,550
3
$80.6M 4.25%
191,337
+3,664
4
$75M 3.95%
142,435
-931
5
$62.2M 3.27%
911,495
-23,315
6
$57.7M 3.03%
201,739
-460
7
$55.4M 2.91%
260,654
+3,160
8
$52.4M 2.76%
228,453
+5,458
9
$50M 2.63%
263,911
+9,559
10
$49.5M 2.61%
224,445
-3,142
11
$46.9M 2.47%
298,312
+645
12
$46.3M 2.44%
409,686
+2,963
13
$42.5M 2.24%
611,617
+17,296
14
$40.3M 2.12%
347,370
+378
15
$39.5M 2.08%
109,621
-299
16
$39.3M 2.07%
325,657
+2,829
17
$39.1M 2.06%
96,756
-14,374
18
$36.7M 1.93%
167,242
+665
19
$35M 1.84%
119,643
-3,110
20
$33.3M 1.75%
175,067
-1,061
21
$30M 1.58%
294,691
+8,572
22
$28.3M 1.49%
371,047
+38,528
23
$28.2M 1.49%
542,340
-16,280
24
$28.1M 1.48%
72,121
+16,416
25
$27.8M 1.46%
327,104
+34,453
1
2 3 4 5