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RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $1.98B
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
+14.94%
1 Year Est. Return
+23.37%
3 Year Est. Return
+85.22%
5 Year Est. Return
+113.19%
10 Year Est. Return
+523.93%
AUM
$2B
AUM Growth
+$212M
Cap. Flow
+$4.26M
Cap. Flow %
0.21%
Top 10 Hldgs %
39.9%
Holding
201
New
8
Increased
67
Reduced
103
Closed
6

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$24.8M
2
UL icon
Unilever
UL
+$10.8M
3
RKT icon
Rocket Companies
RKT
+$8.62M
4
CRM icon
Salesforce
CRM
+$5.13M
5
AMAT icon
Applied Materials
AMAT
+$3.81M

Top Sells

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$16.6M
2
NVDA icon
NVIDIA
NVDA
+$7.65M
3
ADP icon
Automatic Data Processing
ADP
+$4.64M
4
APTV icon
Aptiv
APTV
+$4.21M
5
TSLA icon
Tesla
TSLA
+$3.77M

Sector Composition

Rank Sector Weight
1 Technology 36.3%
2 Healthcare 17.84%
3 Industrials 16.88%
4 Consumer Discretionary 9.64%
5 Communication Services 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.42T
$174M 8.7%
1,103,597
-60,816
-5% -$7.65M
AAPL icon
2
Apple
AAPL
$4.57T
$101M 5.03%
490,987
-4,235
-0.9% -$855K
MSFT icon
3
Microsoft
MSFT
$3.71T
$94.8M 4.73%
190,581
-2,956
-2% -$1.28M
MA icon
4
Mastercard
MA
$493B
$77.1M 3.85%
137,227
-2,582
-2% -$1.43M
ROK icon
5
Rockwell Automation
ROK
$49B
$66.1M 3.3%
199,069
-1,555
-0.8% -$443K
CARR icon
6
Carrier Global
CARR
$52.8B
$63M 3.14%
860,707
-11,401
-1% -$774K
ADI icon
7
Analog Devices
ADI
$190B
$60.5M 3.02%
254,311
-4,020
-2% -$837K
APH icon
8
Amphenol
APH
$209B
$56.3M 2.81%
569,812
-33,216
-6% -$2.72M
ABT icon
9
Abbott
ABT
$187B
$55.3M 2.76%
406,631
-2,929
-0.7% -$386K
TMUS icon
10
T-Mobile US
TMUS
$190B
$51.1M 2.55%
214,493
-3,027
-1% -$739K
SYK icon
11
Stryker
SYK
$130B
$47.8M 2.39%
120,767
+7,743
+7% +$2.9M
ATR icon
12
AptarGroup
ATR
$8.61B
$46.6M 2.33%
297,776
+1,536
+0.5% +$232K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.33T
$45.5M 2.27%
258,380
-2,367
-0.9% -$387K
XYL icon
14
Xylem
XYL
$28.1B
$44.1M 2.2%
340,883
-1,064
-0.3% -$129K
DHR icon
15
Danaher
DHR
$144B
$42.4M 2.12%
214,788
-13,039
-6% -$2.53M
ULS icon
16
UL Solutions
ULS
$15.8B
$40.3M 2.01%
552,757
+11,672
+2% +$764K
AMZN icon
17
Amazon
AMZN
$2.96T
$38.7M 1.93%
176,450
+11,688
+7% +$2.31M
TJX icon
18
TJX Companies
TJX
$178B
$37.9M 1.89%
307,169
-12,870
-4% -$1.63M
IBM icon
19
IBM
IBM
$224B
$36.9M 1.84%
125,244
+4,047
+3% +$1.04M
RELX icon
20
RELX
RELX
$62B
$33.8M 1.69%
621,443
+9,823
+2% +$519K
CRM icon
21
Salesforce
CRM
$158B
$33.6M 1.68%
123,325
+19,172
+18% +$5.13M
HD icon
22
Home Depot
HD
$355B
$33.6M 1.68%
91,536
+6,484
+8% +$2.35M
CCK icon
23
Crown Holdings
CCK
$13.1B
$31.3M 1.56%
304,362
-1,346
-0.4% -$128K
NET icon
24
Cloudflare
NET
$107B
$30.7M 1.53%
156,878
-1,004
-0.6% -$146K
VLTO icon
25
Veralto
VLTO
$24B
$30.5M 1.53%
302,607
+4,497
+2% +$434K
1
2 3 4 5

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Reynders McVeigh Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Reynders McVeigh Capital Management held 201 positions worth $2B, up 12% from $1.79B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Reynders McVeigh Capital Management's Q2 2025 filing shows 8 new, 67 increased, 103 reduced and 6 closed positions. Its largest new stake was Novo Nordisk: 363,889 shares worth $25.1M. The largest sale was Medtronic, an estimated $16.6M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 33% a quarter earlier, followed by Healthcare and Industrials.

  • Reynders McVeigh Capital Management's largest Q2 2025 buy was Novo Nordisk: 363,889 shares worth $25.1M.
  • Reynders McVeigh Capital Management added most to Unilever in Q2 2025, an estimated $10.8M increase.
  • Reynders McVeigh Capital Management's biggest Q2 2025 reduction was Medtronic, cutting an estimated $16.6M.
  • Reynders McVeigh Capital Management fully exited Teradyne in Q2 2025, selling an estimated $1.26M.
  • Reynders McVeigh Capital Management's ten largest holdings make up 40% of its $2B portfolio in Q2 2025.
  • Reynders McVeigh Capital Management opened 8 new positions and closed 6 in Q2 2025.
  • Reynders McVeigh Capital Management's portfolio value rose 12% quarter-over-quarter to $2B.

Based on Reynders McVeigh Capital Management's 13F filing for Q2 2025, filed 4 Sep 2025.