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
$545M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$2.21M
3
+$1.96M
4
AVGO icon
Broadcom
AVGO
+$1.31M
5
VEEV icon
Veeva Systems
VEEV
+$679K

Top Sells

1
+$10.5M
2
+$7.24M
3
+$2.02M
4
BLK icon
Blackrock
BLK
+$1.84M
5
DIS icon
Walt Disney
DIS
+$1.8M

Sector Composition

1 Technology 27.02%
2 Healthcare 12.86%
3 Consumer Discretionary 12.56%
4 Communication Services 6.1%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,246
127
– –
-12,690
128
– –
-1,726
129
– –
-6,419
2 3 4 5
6