RM
| |
Reynders McVeigh Capital Management, LLC13F | |
| Reynders McVeigh Capital Management, LLC | |
| Last update 2025-05-12 | 193 Stocks (2 new) |
| Value $1.79 Bil | Turnover 3 % |
Reynders McVeigh Capital Manag... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 1,164,413 | 126,200.0 | -7.08% | 7.050 | -0.63% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
AAPL | Apple Inc | 495,222 | 110,000.0 | -1.88% | 6.140 | -0.13% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MA | Mastercard Inc | 139,809 | 76,630.0 | -1.84% | 4.280 | -0.07% | 0.020 | +6.10% | +6.58% | 507,400.0 | Credit Services | |
MSFT | Microsoft Corp | 193,537 | 72,650.0 | +1.15% | 4.060 | +0.05% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
TMUS | T-Mobile US Inc | 217,520 | 58,020.0 | -3.09% | 3.240 | -0.08% | 0.020 | -9.36% | +6.42% | 264,842.6 | Telecommunication Services | |
CARR | Carrier Global Corp | 872,108 | 55,290.0 | -4.32% | 3.090 | -0.14% | 0.100 | +29.30% | +12.65% | 65,189.5 | Construction | |
ABT | Abbott Laboratories | 409,560 | 54,330.0 | -0.03% | 3.030 | 0% | 0.020 | -4.13% | +12.76% | 218,749.7 | Medical Devices & Instruments | |
ADI | Analog Devices Inc | 258,331 | 52,100.0 | -0.89% | 2.910 | -0.03% | 0.050 | +32.53% | +11.83% | 116,866.4 | Semiconductors | |
ROK | Rockwell Automation Inc | 200,624 | 51,840.0 | -0.55% | 2.890 | -0.02% | 0.180 | +51.49% | +24.82% | 39,858.8 | Industrial Products | |
DHR | Danaher Corp | 227,827 | 46,710.0 | -0.27% | 2.610 | -0.01% | 0.030 | -0.97% | -17.01% | 135,985.4 | Medical Diagnostics & Research |
Reynders McVeigh Capital Management, LLC's Historical Top Holdings Breakdowns
Reynders McVeigh Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TER | Teradyne Inc | 2025-03-31 | Reduce Reduce | -0.82% | 82.6 ($111.86) 140 | $93.70 | -16.23% | Reduce -88.96% | 15,276 | -123,036 | |
VRT | Vertiv Holdings Co | 2025-03-31 | Reduce Reduce | -0.81% | 72.2 ($106.44) 153.49 | $125.29 | 17.71% | Reduce -55.76% | 107,785 | -135,833 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.63% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Reduce -7.08% | 1,164,413 | -88,775 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -0.53% | 222.15 ($333.26) 428.22 | $332.11 | -0.35% | Reduce -25.5% | 72,086 | -24,670 | |
CRM | Salesforce Inc | 2025-03-31 | Add Add | +0.37% | 268.36 ($311.03) 359.95 | $263.59 | -15.25% | Add 31.03% | 104,153 | 24,667 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +0.35% | 63.17 ($72.04) 81.49 | $91.79 | 27.42% | Add 64.56% | 216,172 | 84,809 | |
AMAT | Applied Materials Inc | 2025-03-31 | Add Add | +0.34% | 145.06 ($168.16) 195.51 | $187.14 | 11.29% | Add 415.23% | 51,683 | 41,652 | |
CNI | Canadian National Railway Co | 2025-03-31 | Reduce Reduce | -0.32% | 95.46 ($101.11) 106.78 | $100.37 | -0.73% | Reduce -45.88% | 70,893 | -60,104 | |
ABNB | Airbnb Inc | 2025-03-31 | Add Add | +0.30% | 119.38 ($133.97) 161.42 | $139.43 | 4.08% | Add 80.86% | 100,270 | 44,829 | |
HD | The Home Depot Inc | 2025-03-31 | Add Add | +0.26% | 347.25 ($389.72) 424.87 | $371.01 | -4.80% | Add 17.93% | 85,052 | 12,931 |
Reynders McVeigh Capital Management, LLC Total Holding History ($B)
Reynders McVeigh Capital Management, LLC's Asset Allocation
Reynders McVeigh Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Reynders McVeigh Capital Management, LLC's Hypothetical Growth since 2025-03-31
Reynders McVeigh Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Reynders McVeigh Capital Management, LLC's Holdings Heat Map
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Reynders McVeigh Capital Management, LLC's Holdings Bubble Chart
Reynders McVeigh Capital Management, LLC News
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