Reynders McVeigh Capital Management, LLC logo

Reynders McVeigh Capital Management, LLC

RIA/Wealth

Reynders McVeigh Capital Management, LLC is a RIA/Wealth based in Boston, MA led by Charlton Nmn Reynders, reporting $3.9B in AUM as of Q3 2025 with 37% Technology concentration.

Managing PartnerCharlton Nmn Reynders
Portfolio Value
$2.0B
Positions
190
Top Holding
NVDA at 9.81%
Last Reported
Q3 2025
Address10 Post Office Square, Suite N1010, Boston, MA, 02109, United States

Top Holdings

Largest long holdings in Reynders McVeigh Capital Management, LLC's portfolio (43.3% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$197.5M
9.81%
-$8.4M
Sold
0.00%
1.1M shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$123.3M
6.12%
-$1.7M
Sold
0.00%
484.1K shares
Software - Infrastructure
Technology
$99.5M
4.94%
+$755.7K
Bought
0.00%
192.0K shares
Financial - Credit Services
Financial Services
$78.7M
3.91%
+$676.3K
Bought
0.02%
138.4K shares
Industrial - Machinery
Industrials
$70.4M
3.50%
+$807.8K
Bought
0.18%
201.4K shares
Hardware, Equipment & Parts
Technology
$69.0M
3.42%
-$1.6M
Sold
0.05%
557.3K shares
Semiconductors
Technology
$63.4M
3.15%
+$925.3K
Bought
0.05%
258.1K shares
Internet Content & Information
Communication Services
$61.4M
3.05%
-$1.4M
Sold
0.00%
252.5K shares
9
Abbott logo
Medical - Devices
Healthcare
$56.1M
2.79%
+$1.7M
Bought
0.02%
419.0K shares
Construction
Industrials
$53.1M
2.63%
+$1.7M
Bought
0.10%
888.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Reynders McVeigh Capital Management, LLC's latest filing

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Market Value
$2.0B
Prior: $1.9B
Q/Q Change
+6.88%
+$129.6M
Net Flows % of MV
+0.639%
Turnover Ratio
2.61%
New Purchases
4 stocks
$4.5M
Added To
58 stocks
+$54.1M
Sold Out Of
3 stocks
$5.7M
Reduced Holdings
97 stocks
-$40.0M

Increased Positions

PositionShares Δ
New
New
New
New
+470.83%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
-62.37%
-52.55%

Analytics

Portfolio insights and performance metrics for Reynders McVeigh Capital Management, LLC

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Sector Allocation

Technology: 36.80%TechnologyIndustrials: 16.80%IndustrialsHealthcare: 15.00%HealthcareConsumer Cyclical: 10.70%Consumer CyclicalCommunication Services: 8.80%Communication ServicesFinancial Services: 6.40%Consumer Defensive: 3.40%ETF: 0.90%Energy: 0.50%Basic Materials: 0.20%Utilities: 0.20%
Technology
36.80%
Industrials
16.80%
Healthcare
15.00%
Consumer Cyclical
10.70%
Communication Services
8.80%
Financial Services
6.40%
Consumer Defensive
3.40%
ETF
0.90%
Energy
0.50%
Basic Materials
0.20%
Utilities
0.20%

Market Cap Distribution

Mega Cap (> $200B): 50.67%Mega Cap (> $200B)Large Cap ($10B - $200B): 43.46%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.48%Small Cap ($300M - $2B): 0.53%Micro Cap ($50M - $300M): 0.02%N/A (ETF or Unknown): 0.85%
Mega Cap (> $200B)
50.67%
Large Cap ($10B - $200B)
43.46%
Mid Cap ($2B - $10B)
4.48%
Small Cap ($300M - $2B)
0.53%
Micro Cap ($50M - $300M)
0.02%
N/A (ETF or Unknown)
0.85%

Portfolio Concentration

Top 10 Holdings %
43.32%
Top 20 Holdings %
65.02%
Top 50 Holdings %
92.97%
Top 100 Holdings %
98.27%

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