Equal-WT
WhaleScore 2.0
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Slow Capital is based out of Greenbrae. Slow Capital is a large advisory firm with 91 clients and discretionary assets under management (AUM) of $733,153,766 (Form ADV from 2024-02-05). Their last reported 13F filing for Q4 2023 included $574,734,659 in managed 13F securities
and a top 10 holdings concentration of 37.42%. Slow Capital's largest holding is NVIDIA Corp. with shares held of 61,472. Whalewisdom has at least 26 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AVGO Broadcom Ltd. (Avago | 1.07% |
IOT Samsara Inc | 0.6% |
ENPH Enphase Energy Inc | 0.57% |
NFLX Netflix Inc | 0.48% |
MELI MercadoLibre Inc | 0.4% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
JMST JPMorgan Ultra-Short | 3.95% |
SUB iShares Short-Term N | 0.46% |
TWLO Twilio Inc | 0.41% |
SEDG SolarEdge Technologi | 0.37% |
JMUB JPMorgan Municipal E | 0.33% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
NVDA NVIDIA Corp. | 5.3% |
AVGO Broadcom Ltd. (Avago | 4.57% |
MUB iShares National Mun | 4.41% |
CMF iShares California M | 4.26% |
SUB iShares Short-Term N | 3.88% |
2023-12-31
13F Activity
Market Value | $0.57b, Prior: $0.54b |
New Purchases | 4 stocks |
Added To | 59 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 56 stocks |
Top 10 Holdings % | 37.42% |
Turnover %[1] | 7.38% |
Turnover Alt %[2] | 2.09% |
Time Held Top 20 | 14.05 quarters |
Time Held Top 10 | 10.4 quarters |
Time Held All | 19.07 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31