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Slow Capital Portfolio holdings
AUM
$857M
Turnover
6.31%
1-Year Est. Return
38.3%
This Fund
S&P 500
This Quarter
Est. Return
+21.6%
1 Year Est. Return
+38.3%
3 Year Est. Return
+123.69%
5 Year Est. Return
+154.77%
10 Year Est. Return
–
AUM
$817M
AUM Growth
+$69.6M
(+9.3%)
Cap. Flow
-$50.9M
Cap. Flow
% of AUM
-6.23%
Top 10 Holdings %
Top 10 Hldgs %
41.08%
Holding
122
New
11
Increased
47
Reduced
52
Closed
5
Avg Time Held
4.8
years
Top 10 Avg Time Held
2.9
years
Top 20 Avg Time Held
4.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dynatrace
DT
|
+$4.14M |
| 2 |
GeneDx Holdings
WGS
|
+$3.07M |
| 3 |
Arm
ARM
|
+$3.03M |
| 4 |
Eli Lilly
LLY
|
+$2.7M |
| 5 |
Schrodinger
SDGR
|
+$2.37M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$26.9M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$9.86M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$4.78M |
| 4 |
Regeneron Pharmaceuticals
REGN
|
+$3.95M |
| 5 |
Universal Display
OLED
|
+$3.83M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 37.08% |
| 2 | Consumer Discretionary | 14.84% |
| 3 | Miscellaneous | 13.89% |
| 4 | Healthcare | 12.51% |
| 5 | Communication Services | 11.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Cadence Design Systems
CDNS
$89.3B
| $3.23M | 0.4% |
10,498
+119
| +1% | +$34.6K |
2023 Q3
7 quarters
|
|
77
Honeywell
HON
$66.7B
| $3.16M | 0.39% |
14,400
-2,277
| -14% | -$461K |
2017 Q4
30 quarters
|
|
78
Thermo Fisher Scientific
TMO
$258B
| $3.02M | 0.37% |
7,442
+112
| +2% | +$46.8K |
2017 Q4
30 quarters
|
|
79
Adobe
ADBE
$97.9B
| $2.93M | 0.36% |
7,584
+223
| +3% | +$85.9K |
2019 Q1
25 quarters
|
|
80
Lowe's Companies
LOW
$110B
| $2.91M | 0.36% |
13,096
-142
| -1% | -$31.7K |
2017 Q4
30 quarters
|
|
81
Union Pacific
UNP
$172B
| $2.82M | 0.35% |
12,248
-281
| -2% | -$62.4K |
2017 Q4
30 quarters
|
|
|
82
Eli Lilly
LLY
$1.12T
| $2.71M | 0.33% |
+3,478
| New | +$2.7M |
2025 Q2
0 quarters
|
|
83
Aptiv
APTV
$9.38B
| $2.43M | 0.3% |
35,638
+1,165
| +3% | +$72.1K |
2017 Q4
30 quarters
|
|
84
Danaher
DHR
$163B
| $2.4M | 0.29% |
12,143
+443
| +4% | +$85.9K |
2024 Q3
3 quarters
|
|
85
iShares Global Comm Services ETF
IXP
$612M
| $2.33M | 0.29% |
20,722
-368
| -2% | -$37.4K |
2019 Q1
25 quarters
|
|
86
iShares Global Consumer Discretionary ETF
RXI
$306M
| $2.3M | 0.28% |
12,215
-301
| -2% | -$54.7K |
2017 Q4
30 quarters
|
|
87
iShares Global Industrials ETF
EXI
$1.43B
| $2.19M | 0.27% |
13,243
-299
| -2% | -$45.8K |
2017 Q4
30 quarters
|
|
88
TSMC
TSM
$2.19T
| $2.16M | 0.26% |
+9,509
| New | +$1.76M |
2025 Q2
0 quarters
|
|
|
89
Schrodinger
SDGR
$1.91B
| $2.09M | 0.26% |
+103,647
| New | +$2.37M |
2025 Q2
0 quarters
|
|
90
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.88B
| $1.79M | 0.22% |
35,209
+16,490
| +88% | +$837K |
2020 Q2
20 quarters
|
|
91
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
| $1.75M | 0.21% |
+34,533
| New | +$1.74M |
2025 Q2
0 quarters
|
|
92
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$7.15B
| $1.69M | 0.21% |
57,645
-114,033
| -66% | -$3.33M |
2024 Q2
4 quarters
|
|
93
SoFi Technologies
SOFI
$19.5B
| $1.69M | 0.21% |
92,554
| – | – |
2025 Q1
1 quarter
|
|
94
iShares Treasury Floating Rate Bond ETF
TFLO
$7.07B
| $1.68M | 0.21% |
33,261
-72,608
| -69% | -$3.67M |
2024 Q2
4 quarters
|
|
95
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.5B
| $1.58M | 0.19% |
17,364
-1,402
| -7% | -$120K |
2017 Q4
30 quarters
|
|
96
Vanguard Real Estate ETF
VNQ
$36.7B
| $1.42M | 0.17% |
15,988
+191
| +1% | +$16.8K |
2019 Q2
24 quarters
|
|
97
Vanguard FTSE All-World ex-US ETF
VEU
$67.4B
| $1.03M | 0.13% |
15,314
-1,248
| -8% | -$79K |
2020 Q1
21 quarters
|
|
98
ExxonMobil
XOM
$718B
| $952K | 0.12% |
8,830
| – | – |
2022 Q1
13 quarters
|
|
99
Vanguard Morningstar Large-Cap ETF
VV
$54.8B
| $943K | 0.12% |
3,304
+28
| +0.9% | +$7.38K |
2019 Q3
23 quarters
|
|
100
iShares Core S&P 500 ETF
IVV
$889B
| $844K | 0.1% |
1,359
-33
| -2% | -$18.9K |
2018 Q3
27 quarters
|
|
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Slow Capital's Q2 2025 Portfolio in Review
As of Q2 2025, Slow Capital held 122 positions worth $817M, up 9.3% from $747M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Slow Capital withdrew a net $50.9M in Q2 2025, closing 5 positions and reducing 52 holdings. Its most notable exit was Universal Display, an estimated $3.83M position sold in full.
By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Miscellaneous.
Against the trend, Slow Capital opened a new position in Dynatrace worth $4.57M.
- Slow Capital's largest Q2 2025 buy was Dynatrace: 82,740 shares worth $4.57M.
- Slow Capital added most to BeOne Medicines Ltd in Q2 2025, an estimated $1.43M increase.
- Slow Capital's biggest Q2 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $26.9M.
- Slow Capital fully exited Universal Display in Q2 2025, selling an estimated $3.83M.
- Slow Capital's ten largest holdings make up 41% of its $817M portfolio in Q2 2025.
- Slow Capital opened 11 new positions and closed 5 in Q2 2025.
- Slow Capital's portfolio value rose 9.3% quarter-over-quarter to $817M.
Based on Slow Capital's 13F filing for Q2 2025, filed 23 Jul 2025.