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SC
Slow Capital Portfolio holdings
AUM
$770M
1-Year Est. Return
33.36%
This Fund
S&P 500
This Quarter
Est. Return
-4.31%
1 Year Est. Return
+33.36%
3 Year Est. Return
+96.4%
5 Year Est. Return
+121.42%
10 Year Est. Return
–
AUM
$770M
AUM Growth
-$67.4M
(-8%)
Cap. Flow
-$17.9M
Cap. Flow
% of AUM
-2.33%
Top 10 Holdings %
Top 10 Hldgs %
39.61%
Holding
118
New
5
Increased
52
Reduced
40
Closed
14
Top Buys
| 1 |
Uber
UBER
|
+$8.07M |
| 2 |
Alnylam Pharmaceuticals
ALNY
|
+$5.94M |
| 3 |
Guardant Health
GH
|
+$5.39M |
| 4 |
Cloudflare
NET
|
+$5.13M |
| 5 |
GRAL
GRAIL Inc
GRAL
|
+$5.1M |
Top Sells
| 1 |
EXAS
Exact Sciences
EXAS
|
+$15.1M |
| 2 |
ServiceNow
NOW
|
+$10.1M |
| 3 |
First Solar
FSLR
|
+$8.07M |
| 4 |
HubSpot
HUBS
|
+$7.47M |
| 5 |
Micron Technology
MU
|
+$6.96M |
Sector Composition
| 1 | Technology | 32.45% |
| 2 | Healthcare | 15.14% |
| 3 | Consumer Discretionary | 14.35% |
| 4 | Communication Services | 10.91% |
| 5 | Industrials | 5.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walmart Inc
WMT
$896B
| $8.28M | 1.07% |
66,554
+5,877
| +10% | +$722K |
|
27
Deere & Co
DE
$159B
| $8.14M | 1.06% |
14,440
-183
| -1% | -$103K |
|
28
Mettler-Toledo International
MTD
$26.6B
| $7.63M | 0.99% |
6,054
+1,628
| +37% | +$2.2M |
|
29
Caterpillar
CAT
$421B
| $7.54M | 0.98% |
10,647
-294
| -3% | -$204K |
|
|
30
Uber
UBER
$148B
| $7.54M | 0.98% |
+104,807
| New | +$8.07M |
|
31
Synopsys
SNPS
$81.4B
| $7.38M | 0.96% |
18,626
-499
| -3% | -$226K |
|
32
TJX Companies
TJX
$167B
| $7.1M | 0.92% |
44,444
+5,229
| +13% | +$814K |
|
33
Arm
ARM
$296B
| $6.92M | 0.9% |
45,741
+19,117
| +72% | +$2.32M |
|
34
Vanguard Short-Term Bond ETF
BSV
$44.7B
| $6.84M | 0.89% |
87,230
+6,209
| +8% | +$489K |
|
35
Datadog
DDOG
$94.1B
| $6.63M | 0.86% |
56,137
-2,048
| -4% | -$253K |
|
36
Berkshire Hathaway Class B
BRK.B
$1.05T
| $6.61M | 0.86% |
13,788
+1,442
| +12% | +$708K |
|
37
Chubb
CB
$131B
| $6.48M | 0.84% |
19,871
-478
| -2% | -$153K |
|
38
Symbotic
SYM
$5.42B
| $6.46M | 0.84% |
121,500
-995
| -0.8% | -$57K |
|
39
Illumina
ILMN
$28.3B
| $6.43M | 0.84% |
52,174
-923
| -2% | -$121K |
|
40
Microsoft
MSFT
$2.94T
| $6.3M | 0.82% |
17,023
+621
| +4% | +$260K |
|
41
Alphabet (Google) Class C
GOOG
$4.52T
| $6.06M | 0.79% |
21,128
-441
| -2% | -$139K |
|
42
Veeva Systems
VEEV
$31.5B
| $5.8M | 0.75% |
33,002
+7,241
| +28% | +$1.42M |
|
|
43
Alnylam Pharmaceuticals
ALNY
$37.3B
| $5.78M | 0.75% |
+17,461
| New | +$5.94M |
|
44
Fortinet
FTNT
$121B
| $5.74M | 0.75% |
70,241
+2,848
| +4% | +$230K |
|
45
ASML
ASML
$700B
| $5.74M | 0.74% |
4,342
+33
| +0.8% | +$45.2K |
|
46
Advanced Micro Devices
AMD
$863B
| $5.5M | 0.71% |
27,039
-864
| -3% | -$184K |
|
47
Vertex Pharmaceuticals
VRTX
$121B
| $5.5M | 0.71% |
12,307
+963
| +8% | +$449K |
|
48
Repligen
RGEN
$8.35B
| $5.13M | 0.67% |
43,546
+1,946
| +5% | +$272K |
|
49
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| $5.12M | 0.66% |
49,494
+3,037
| +7% | +$313K |
|
|
50
Guardant Health
GH
$21.6B
| $4.96M | 0.64% |
+53,724
| New | +$5.39M |
|
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