SC
Slow Capital Portfolio holdings
AUM
$817M
This Quarter Return
+30.18%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$341M
AUM Growth
+$341M
(+29%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
3.23%
Top 10 Holdings %
Top 10 Hldgs %
28.49%
Holding
175
New
17
Increased
79
Reduced
71
Closed
8
Top Buys
Top Sells
| 1 |
Qiagen
QGEN
|
$2.02M |
| 2 |
JPMorgan Chase
JPM
|
$826K |
| 3 |
Tesla
TSLA
|
$560K |
| 4 |
iShares Dow Jones US ETF
IYY
|
$542K |
| 5 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
$405K |
Sector Composition
| 1 | Technology | 23.31% |
| 2 | Consumer Discretionary | 13.36% |
| 3 | Healthcare | 10.14% |
| 4 | Communication Services | 8.12% |
| 5 | Financials | 8.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Walmart
WMT
$774B
| $3.02M | 0.89% | 25,201 +106 | +0.4% | +$12.7K |
|
27
Amgen
AMGN
$155B
| $2.89M | 0.85% | 12,230 +57 | +0.5% | +$13.4K |
|
28
Starbucks
SBUX
$100B
| $2.8M | 0.82% | 38,015 +233 | +0.6% | +$17.1K |
|
29
Nike
NKE
$114B
| $2.76M | 0.81% | 28,132 +550 | +2% | +$53.9K |
|
30
Cisco
CSCO
$274B
| $2.73M | 0.8% | 58,443 +544 | +0.9% | +$25.4K |
|
31
Clorox
CLX
$14.5B
| $2.72M | 0.8% | 12,398 -34 | -0.3% | -$7.46K |
|
32
Berkshire Hathaway Class B
BRK.B
$1.09T
| $2.72M | 0.8% | 15,234 +565 | +4% | +$101K |
|
33
Lowe's Companies
LOW
$145B
| $2.67M | 0.78% | 19,750 -178 | -0.9% | -$24.1K |
|
34
Spotify
SPOT
$140B
| $2.67M | 0.78% | 10,331 +53 | +0.5% | +$13.7K |
|
35
Verizon
VZ
$186B
| $2.57M | 0.75% | 46,549 +393 | +0.9% | +$21.7K |
|
36
3M
MMM
$82.8B
| $2.52M | 0.74% | 16,170 +626 | +4% | +$97.6K |
|
37
Align Technology
ALGN
$10.3B
| $2.52M | 0.74% | 9,183 +3 | +0% | +$823 |
|
38
Fastly
FSLY
$1.12B
| $2.5M | 0.73% | 29,323 +6,985 | +31% | +$595K |
|
39
Thermo Fisher Scientific
TMO
$186B
| $2.48M | 0.73% | 6,845 +43 | +0.6% | +$15.6K |
|
40
American Tower
AMT
$95.5B
| $2.43M | 0.71% | 9,390 +33 | +0.4% | +$8.53K |
|
41
TJX Companies
TJX
$152B
| $2.42M | 0.71% | 47,869 +519 | +1% | +$26.2K |
|
42
Akamai
AKAM
$11.3B
| $2.41M | 0.71% | 22,471 -2,123 | -9% | -$227K |
|
43
Estee Lauder
EL
$33B
| $2.35M | 0.69% | 12,446 +83 | +0.7% | +$15.7K |
|
44
Johnson & Johnson
JNJ
$427B
| $2.3M | 0.68% | 16,373 +147 | +0.9% | +$20.7K |
|
45
Moody's
MCO
$91.4B
| $2.24M | 0.66% | 8,135 +705 | +9% | +$194K |
|
46
Intel
INTC
$107B
| $2.23M | 0.65% | 37,220 +1,731 | +5% | +$104K |
|
47
Vertex Pharmaceuticals
VRTX
$100B
| $2.2M | 0.65% | 7,586 +135 | +2% | +$39.2K |
|
48
Blackstone
BX
$134B
| $2.19M | 0.64% | 38,619 -577 | -1% | -$32.7K |
|
49
Mercado Libre
MELI
$125B
| $2.16M | 0.64% | 2,194 -96 | -4% | -$94.6K |
|
50
Adobe
ADBE
$151B
| $2.16M | 0.63% | 4,960 -6 | -0.1% | -$2.61K |
|