SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$944M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$8.7M
3
+$3.22M
4
MSFT icon
Microsoft
MSFT
+$2.12M
5
VTRS icon
Viatris
VTRS
+$1.68M

Top Sells

1
+$4.91M
2
+$2.84M
3
+$2.37M
4
EQIX icon
Equinix
EQIX
+$1.8M
5
ABT icon
Abbott
ABT
+$1.79M

Sector Composition

1 Technology 20.76%
2 Healthcare 15.84%
3 Financials 14.44%
4 Consumer Discretionary 8.09%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$783K 0.08%
24,450
227
$780K 0.08%
15,031
+385
228
$779K 0.08%
117,033
+63,217
229
$779K 0.08%
14,135
230
$763K 0.08%
19,353
+611
231
$760K 0.08%
14,200
232
$756K 0.08%
14,928
233
$753K 0.08%
13,359
234
$748K 0.08%
8,719
235
$748K 0.08%
1,595
236
$745K 0.08%
12,495
237
$745K 0.08%
22,856
238
$736K 0.08%
26,791
239
$735K 0.08%
11,734
-2,900
240
$734K 0.08%
4,294
241
$731K 0.08%
35,000
+6,000
242
$728K 0.08%
6,694
-416
243
$728K 0.08%
8,866
244
$722K 0.07%
24,142
245
$719K 0.07%
18,104
246
$716K 0.07%
18,284
247
$716K 0.07%
20,140
248
$716K 0.07%
10,381
+722
249
$713K 0.07%
9,620
250
$713K 0.07%
9,273
8 9
10
11 12