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Slow Capital Portfolio holdings

AUM $857M
1-Year Est. Return 38.3%
This Fund
S&P 500
This Quarter Est. Return
-5.92%
1 Year Est. Return
+38.3%
3 Year Est. Return
+123.69%
5 Year Est. Return
+154.77%
10 Year Est. Return
–
AUM
$747M
AUM Growth
+$40.4M
Cap. Flow
+$107M
Cap. Flow %
14.29%
Top 10 Hldgs %
38.67%
Holding
123
New
3
Increased
66
Reduced
36
Closed
12

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$5.9M
2
AMZN icon
Amazon
AMZN
+$5.86M
3
MELI icon
Mercado Libre
MELI
+$5.63M
4
NOW icon
ServiceNow
NOW
+$5.32M
5
NFLX icon
Netflix
NFLX
+$5.26M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$5.77M
2
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.66M
3
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.85M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.42M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$1.15M

Sector Composition

Rank Sector Weight
1 Technology 31.13%
2 Consumer Discretionary 13.64%
3 Healthcare 12.38%
4 Communication Services 8.98%
5 Consumer Staples 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
101
iShares Core S&P Mid-Cap ETF
IJH
$123B
$665K 0.09%
11,395
– –
SCHX icon
102
Schwab US Large- Cap ETF
SCHX
$71.3B
$660K 0.09%
29,900
-13,053
-30% -$304K
DJP icon
103
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$786M
$629K 0.08%
17,809
-4,543
-20% -$156K
KXI icon
104
iShares Global Consumer Staples ETF
KXI
$1.08B
$597K 0.08%
9,324
-18,526
-67% -$1.15M
VO icon
105
Vanguard Mid-Cap ETF
VO
$107B
$524K 0.07%
8,104
-1,996
-20% -$134K
XLV icon
106
State Street Health Care Select Sector SPDR ETF
XLV
$43.2B
$515K 0.07%
3,529
– –
CVX icon
107
Chevron
CVX
$374B
$335K 0.04%
2,000
– –
IJT icon
108
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.27B
$303K 0.04%
2,433
-4,031
-62% -$539K
V icon
109
Visa
V
$697B
$231K 0.03%
660
-40
-6% -$13.5K
JPEM icon
110
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$384M
$225K 0.03%
4,276
-8,140
-66% -$428K
IBRX icon
111
ImmunityBio
IBRX
$7.3B
$30.1K ﹤0.01%
+10,000
New +$30.3K
AMAT icon
112
Applied Materials
AMAT
$378B
– –
-1,278
Closed -$208K
APO icon
113
Apollo Global Management
APO
$71.9B
– –
-2,040
Closed -$337K
BX icon
114
Blackstone
BX
$107B
– –
-1,990
Closed -$343K
CG icon
115
Carlyle Group
CG
$16.7B
– –
-5,041
Closed -$255K
JPST icon
116
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
– –
-28,140
Closed -$1.42M
JXI icon
117
iShares Global Utilities ETF
JXI
$319M
– –
-5,934
Closed -$381K
MXI icon
118
iShares Global Materials ETF
MXI
$340M
– –
-4,090
Closed -$318K
OKTA icon
119
Okta
OKTA
$23.7B
– –
-7,907
Closed -$623K
SBUX icon
120
Starbucks
SBUX
$118B
– –
-4,909
Closed -$448K
SCHM icon
121
Schwab US Mid-Cap ETF
SCHM
$14.5B
– –
-7,461
Closed -$207K
TTC icon
122
Toro Company
TTC
$9.08B
– –
-3,990
Closed -$321K
TXG icon
123
10x Genomics
TXG
$5.97B
– –
-21,584
Closed -$310K
1 2 3 4
5

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Slow Capital's Q1 2025 Portfolio in Review

As of Q1 2025, Slow Capital held 123 positions worth $747M, up 5.7% from $706M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Slow Capital deployed $107M of net new capital in Q1 2025, opening 3 new positions and adding to 66 existing holdings. Its largest new stake was BeOne Medicines Ltd: 12,237 shares worth $3.33M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, down from 31% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $5.77M trimmed.

  • Slow Capital's largest Q1 2025 buy was BeOne Medicines Ltd: 12,237 shares worth $3.33M.
  • Slow Capital added most to NVIDIA in Q1 2025, an estimated $5.9M increase.
  • Slow Capital's biggest Q1 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $5.77M.
  • Slow Capital fully exited JPMorgan Ultra-Short Income ETF in Q1 2025, selling an estimated $1.42M.
  • Slow Capital's ten largest holdings make up 39% of its $747M portfolio in Q1 2025.
  • Slow Capital opened 3 new positions and closed 12 in Q1 2025.
  • Slow Capital's portfolio value rose 5.7% quarter-over-quarter to $747M.

Based on Slow Capital's 13F filing for Q1 2025, filed 2 May 2025.