RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2.13B
1-Year Est. Return 23.19%
This Quarter Est. Return
1 Year Est. Return
+23.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$6.18M
3
+$6.04M
4
ABNB icon
Airbnb
ABNB
+$5.36M
5
HD icon
Home Depot
HD
+$4.74M

Top Sells

1
+$10.2M
2
+$9.81M
3
+$9.62M
4
TSLA icon
Tesla
TSLA
+$6.39M
5
CNI icon
Canadian National Railway
CNI
+$5.86M

Sector Composition

1 Technology 33.15%
2 Healthcare 19.77%
3 Industrials 16.57%
4 Consumer Discretionary 9.94%
5 Communication Services 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 7.05%
1,164,413
-88,775
2
$110M 6.14%
495,222
-9,512
3
$76.6M 4.28%
139,809
-2,626
4
$72.7M 4.06%
193,537
+2,200
5
$58M 3.24%
217,520
-6,925
6
$55.3M 3.09%
872,108
-39,387
7
$54.3M 3.03%
409,560
-126
8
$52.1M 2.91%
258,331
-2,323
9
$51.8M 2.89%
200,624
-1,115
10
$46.7M 2.61%
227,827
-626
11
$44M 2.45%
296,240
-2,072
12
$42.1M 2.35%
113,024
+3,403
13
$40.8M 2.28%
341,947
-5,423
14
$40.3M 2.25%
260,747
-3,164
15
$39.6M 2.21%
603,028
-8,589
16
$39M 2.18%
320,039
-5,618
17
$34.3M 1.92%
112,400
-7,243
18
$32M 1.78%
388,387
+17,340
19
$31.7M 1.77%
334,055
+6,951
20
$31.3M 1.75%
164,762
-2,480
21
$31.2M 1.74%
85,052
+12,931
22
$30.8M 1.72%
611,620
+50,887
23
$30.5M 1.7%
541,085
+67,873
24
$30.1M 1.68%
121,197
+2,290
25
$29.1M 1.62%
298,110
+3,419
1
2 3 4 5