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
$851M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$3.34M
3
+$2.04M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.02M
5
ROK icon
Rockwell Automation
ROK
+$1.66M

Top Sells

1
+$8.45M
2
+$5.37M
3
+$4.47M
4
NVDA icon
NVIDIA
NVDA
+$2.72M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.93M

Sector Composition

1 Technology 37.23%
2 Consumer Discretionary 15.18%
3 Healthcare 12.29%
4 Communication Services 10.77%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDB icon
51
MongoDB
MDB
$33.9B
$5.28M 0.62%
17,014
-1,014
CAT icon
52
Caterpillar
CAT
$276B
$5.2M 0.61%
10,889
+67
BSV icon
53
Vanguard Short-Term Bond ETF
BSV
$41.4B
$5.17M 0.61%
65,545
+7,535
CRSP icon
54
CRISPR Therapeutics
CRSP
$5.36B
$4.75M 0.56%
73,287
-2,109
IOT icon
55
Samsara
IOT
$22.9B
$4.67M 0.55%
125,477
-337
AMD icon
56
Advanced Micro Devices
AMD
$338B
$4.58M 0.54%
28,303
-39
VRTX icon
57
Vertex Pharmaceuticals
VRTX
$116B
$4.43M 0.52%
11,300
-514
ASML icon
58
ASML
ASML
$422B
$4.32M 0.51%
4,461
+41
TRV icon
59
Travelers Companies
TRV
$64.8B
$4.23M 0.5%
15,152
-227
WGS icon
60
GeneDx Holdings
WGS
$4.35B
$4.2M 0.49%
39,020
-130
SHW icon
61
Sherwin-Williams
SHW
$81.4B
$4.19M 0.49%
12,095
-112
BNTX icon
62
BioNTech
BNTX
$22.6B
$4.14M 0.49%
42,022
-3,324
EXAS icon
63
Exact Sciences
EXAS
$19.3B
$4.02M 0.47%
73,475
-6,780
IXN icon
64
iShares Global Tech ETF
IXN
$6.47B
$3.95M 0.46%
38,297
-1,088
EQIX icon
65
Equinix
EQIX
$74.8B
$3.88M 0.46%
4,958
+24
STIP icon
66
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
$3.87M 0.45%
37,419
+4,289
JPST icon
67
JPMorgan Ultra-Short Income ETF
JPST
$35.4B
$3.79M 0.45%
74,705
+40,172
CDNS icon
68
Cadence Design Systems
CDNS
$86.7B
$3.75M 0.44%
10,689
+191
ICSH icon
69
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.73B
$3.65M 0.43%
71,885
+5,384
TMO icon
70
Thermo Fisher Scientific
TMO
$216B
$3.57M 0.42%
7,352
-90
ITW icon
71
Illinois Tool Works
ITW
$75B
$3.55M 0.42%
13,558
+3
AMGN icon
72
Amgen
AMGN
$175B
$3.52M 0.41%
12,487
+266
ARM icon
73
Arm
ARM
$132B
$3.48M 0.41%
24,591
+195
MCO icon
74
Moody's
MCO
$87B
$3.41M 0.4%
7,164
-92
ESTC icon
75
Elastic
ESTC
$7.77B
$3.41M 0.4%
40,328
-11,045
1 2
3
4 5