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
$545M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$2.21M
3
+$1.96M
4
AVGO icon
Broadcom
AVGO
+$1.31M
5
VEEV icon
Veeva Systems
VEEV
+$679K

Top Sells

1
+$10.5M
2
+$7.24M
3
+$2.02M
4
BLK icon
Blackrock
BLK
+$1.84M
5
DIS icon
Walt Disney
DIS
+$1.8M

Sector Composition

1 Technology 27.02%
2 Healthcare 12.86%
3 Consumer Discretionary 12.56%
4 Communication Services 6.1%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.5M 0.83%
12,946
+690
27
$4.33M 0.8%
41,746
+3,483
28
$4.25M 0.78%
79,689
+4,446
29
$4.08M 0.75%
54,266
-1,837
30
$3.96M 0.73%
14,744
+791
31
$3.94M 0.72%
26,871
-3,334
32
$3.91M 0.72%
43,985
+1,790
33
$3.9M 0.72%
7,694
+425
34
$3.86M 0.71%
29,785
+2,858
35
$3.85M 0.71%
34,079
+142
36
$3.79M 0.7%
33,571
-5,020
37
$3.75M 0.69%
90,367
+6,938
38
$3.73M 0.69%
40,154
+157
39
$3.69M 0.68%
51,000
-6,519
40
$3.69M 0.68%
27,982
-982
41
$3.56M 0.65%
6,973
+180
42
$3.53M 0.65%
13,858
+698
43
$3.51M 0.64%
51,317
-6,164
44
$3.5M 0.64%
22,317
+280
45
$3.37M 0.62%
36,906
-189
46
$3.33M 0.61%
12,184
+602
47
$3.26M 0.6%
21,346
+798
48
$3.07M 0.56%
6,230
+12
49
$3.06M 0.56%
44,970
+2,265
50
$3.05M 0.56%
29,639
+1,982
1
2
3 4 5