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
51
$2.92M 0.55%
34,920
-146
52
$2.88M 0.54%
27,553
-1,052
53
$2.85M 0.53%
8,462
-15
54
$2.82M 0.53%
5,938
+40
55
$2.8M 0.52%
11,590
-100
56
$2.78M 0.52%
10,641
-636
57
$2.75M 0.51%
10,322
-30
58
$2.73M 0.51%
1,990
-14
59
$2.71M 0.51%
16,379
-18
60
$2.67M 0.5%
17,701
+8,175
61
$2.66M 0.5%
42,332
+12,035
62
$2.64M 0.49%
19,468
+8,573
63
$2.64M 0.49%
151,786
+109,232
64
$2.6M 0.48%
6,249
-15
65
$2.59M 0.48%
12,124
-73
66
$2.58M 0.48%
14,102
-6,970
67
$2.58M 0.48%
33,379
+10,127
68
$2.57M 0.48%
23,880
-2,291
69
$2.56M 0.48%
32,921
-17,499
70
$2.5M 0.47%
+15,066
71
$2.5M 0.47%
51,113
-743
72
$2.48M 0.46%
50,114
+23,076
73
$2.46M 0.46%
29,023
-2,073
74
$2.43M 0.45%
9,734
-4,738
75
$2.43M 0.45%
40,099
-15,790
1 2
3
4 5