RMCM

Reynders McVeigh Capital Management Portfolio holdings

AUM $2.13B
1-Year Est. Return 25.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$4.21M
3
+$3.56M
4
IBM icon
IBM
IBM
+$3.41M
5
UL icon
Unilever
UL
+$2.97M

Top Sells

1
+$7.89M
2
+$4.83M
3
+$3.71M
4
ADP icon
Automatic Data Processing
ADP
+$2.62M
5
BDX icon
Becton Dickinson
BDX
+$2.25M

Sector Composition

1 Technology 38.07%
2 Industrials 16.07%
3 Healthcare 15.88%
4 Consumer Discretionary 10.11%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.16T
$197M 9.26%
1,058,355
-45,242
AAPL icon
2
Apple
AAPL
$3.71T
$123M 5.78%
484,141
-6,846
MSFT icon
3
Microsoft
MSFT
$2.72T
$99.5M 4.66%
192,040
+1,459
MA icon
4
Mastercard
MA
$447B
$78.7M 3.69%
138,416
+1,189
ROK icon
5
Rockwell Automation
ROK
$39.9B
$70.4M 3.3%
201,380
+2,311
APH icon
6
Amphenol
APH
$151B
$69M 3.23%
557,282
-12,530
ADI icon
7
Analog Devices
ADI
$153B
$63.4M 2.97%
258,077
+3,766
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.4T
$61.4M 2.88%
252,538
-5,842
ABT icon
9
Abbott
ABT
$182B
$56.1M 2.63%
419,036
+12,405
CARR icon
10
Carrier Global
CARR
$45.7B
$53.1M 2.49%
888,694
+27,987
XYL icon
11
Xylem
XYL
$29.1B
$51.5M 2.42%
349,366
+8,483
TMUS icon
12
T-Mobile US
TMUS
$233B
$50.2M 2.35%
209,592
-4,901
SYK icon
13
Stryker
SYK
$127B
$46.2M 2.17%
124,931
+4,164
TJX icon
14
TJX Companies
TJX
$175B
$45.2M 2.12%
312,851
+5,682
DHR icon
15
Danaher
DHR
$133B
$42.9M 2.01%
216,487
+1,699
GOOG icon
16
Alphabet (Google) Class C
GOOG
$3.4T
$41.8M 1.96%
171,572
+3,605
ATR icon
17
AptarGroup
ATR
$8.03B
$41.4M 1.94%
310,056
+12,280
ULS icon
18
UL Solutions
ULS
$16.8B
$41M 1.92%
578,311
+25,554
IBM icon
19
IBM
IBM
$227B
$39M 1.83%
138,287
+13,043
HD icon
20
Home Depot
HD
$327B
$37.6M 1.76%
92,881
+1,345
AMZN icon
21
Amazon
AMZN
$2.23T
$36.9M 1.73%
167,855
-8,595
VLTO icon
22
Veralto
VLTO
$21.4B
$33.7M 1.58%
316,243
+13,636
NET icon
23
Cloudflare
NET
$74B
$31.9M 1.5%
148,786
-8,092
RELX icon
24
RELX
RELX
$57.5B
$31.8M 1.49%
665,672
+44,229
CCK icon
25
Crown Holdings
CCK
$11.4B
$31.1M 1.46%
321,546
+17,184
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