SC

Slow Capital Portfolio holdings

AUM $851M
1-Year Est. Return 32.13%
This Quarter Est. Return
1 Year Est. Return
+32.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$535M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.24M
3
+$6.49M
4
NCNO icon
nCino
NCNO
+$4.27M
5
BNTX icon
BioNTech
BNTX
+$3.5M

Top Sells

1
+$2.56M
2
+$2.26M
3
+$2.24M
4
CG icon
Carlyle Group
CG
+$2.01M
5
AAPL icon
Apple
AAPL
+$2.01M

Sector Composition

1 Technology 25.85%
2 Consumer Discretionary 11.91%
3 Healthcare 11.79%
4 Communication Services 6.52%
5 Financials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.3M 0.8%
5,633
-1,620
27
$4.27M 0.8%
+104,277
28
$4.02M 0.75%
34,607
+1,479
29
$3.85M 0.72%
49,855
+611
30
$3.82M 0.71%
24,419
31
$3.8M 0.71%
41,772
-330
32
$3.73M 0.7%
14,858
-107
33
$3.71M 0.69%
47,594
-1,037
34
$3.69M 0.69%
30,208
-748
35
$3.55M 0.66%
39,294
-2,326
36
$3.5M 0.65%
+20,524
37
$3.44M 0.64%
9,752
-6,342
38
$3.44M 0.64%
5,822
-2,327
39
$3.41M 0.64%
54,900
+5,868
40
$3.3M 0.62%
44,598
+2,469
41
$3.19M 0.6%
25,618
-1,831
42
$3.19M 0.6%
36,378
+1,934
43
$3.18M 0.59%
41,790
+24,595
44
$3.16M 0.59%
7,252
-22
45
$3.14M 0.59%
27,566
+8,961
46
$3.11M 0.58%
62,676
-32,469
47
$3.02M 0.56%
14,091
-343
48
$3.01M 0.56%
46,253
+17,328
49
$2.98M 0.56%
17,837
+5,751
50
$2.93M 0.55%
58,300
-720
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