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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 | |
|---|---|---|---|---|---|---|
51
Travelers Companies
TRV
$70B
| $4.9M | 0.64% |
16,809
+1,531
| +10% | +$449K |
|
52
Amgen
AMGN
$193B
| $4.68M | 0.61% |
13,312
+733
| +6% | +$261K |
|
53
Snowflake
SNOW
$94.2B
| $4.66M | 0.6% |
30,876
+1,521
| +5% | +$282K |
|
54
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
| $4.66M | 0.6% |
46,255
-38,689
| -46% | -$3.89M |
|
55
Samsara
IOT
$21.2B
| $4.59M | 0.6% |
144,903
+24,032
| +20% | +$734K |
|
56
Illinois Tool Works
ITW
$78.1B
| $4.39M | 0.57% |
16,848
+3,134
| +23% | +$853K |
|
57
CRISPR Therapeutics
CRSP
$5.06B
| $4.34M | 0.56% |
91,223
+14,593
| +19% | +$770K |
|
58
Texas Instruments
TXN
$274B
| $4.3M | 0.56% |
22,171
+3,319
| +18% | +$672K |
|
59
Sherwin-Williams
SHW
$82B
| $4.28M | 0.56% |
13,363
+1,296
| +11% | +$446K |
|
60
BioNTech
BNTX
$23.3B
| $4.24M | 0.55% |
47,706
+10,883
| +30% | +$1.12M |
|
61
TSMC
TSM
$2.18T
| $4.17M | 0.54% |
12,319
+573
| +5% | +$197K |
|
62
Dynatrace
DT
$13.1B
| $4M | 0.52% |
108,193
+49,944
| +86% | +$1.91M |
|
63
Thermo Fisher Scientific
TMO
$199B
| $3.96M | 0.51% |
8,061
+670
| +9% | +$364K |
|
64
Cadence Design Systems
CDNS
$102B
| $3.91M | 0.51% |
14,061
+3,052
| +28% | +$910K |
|
65
Eli Lilly
LLY
$1.03T
| $3.87M | 0.5% |
4,206
+440
| +12% | +$446K |
|
66
MongoDB
MDB
$26.8B
| $3.84M | 0.5% |
15,702
-6
| -0% | -$2.01K |
|
67
Lowe's Companies
LOW
$118B
| $3.81M | 0.5% |
16,132
+2,621
| +19% | +$684K |
|
68
Moody's
MCO
$88.1B
| $3.72M | 0.48% |
8,532
+1,184
| +16% | +$560K |
|
69
Union Pacific
UNP
$171B
| $3.51M | 0.46% |
14,469
+1,707
| +13% | +$418K |
|
70
Rubrik
RBRK
$16.5B
| $2.93M | 0.38% |
59,847
+35,797
| +149% | +$2.05M |
|
71
Vertiv
VRT
$117B
| $2.87M | 0.37% |
+11,452
| New | +$2.54M |
|
72
iShares Global Tech ETF
IXN
$8.99B
| $2.72M | 0.35% |
27,237
-998
| -4% | -$105K |
|
73
Rockwell Automation
ROK
$51.4B
| $2.65M | 0.34% |
7,388
+2,416
| +49% | +$953K |
|
74
Honeywell
HON
$70.6B
| $2.64M | 0.34% |
11,662
-190
| -2% | -$43.4K |
|
75
GeneDx Holdings
WGS
$1.96B
| $2.6M | 0.34% |
40,457
+1,743
| +5% | +$159K |
|
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