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
251
$711K 0.07%
24,164
252
$710K 0.07%
25,000
+5,000
253
$708K 0.07%
12,159
+800
254
$708K 0.07%
4,916
255
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10,424
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256
$706K 0.07%
4,820
257
$701K 0.07%
13,479
258
$699K 0.07%
37,564
+4,886
259
$693K 0.07%
6,026
+372
260
$690K 0.07%
10,587
261
$683K 0.07%
23,309
+1,596
262
$681K 0.07%
30,000
263
$680K 0.07%
13,065
264
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9,706
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265
$678K 0.07%
7,581
266
$675K 0.07%
16,408
267
$672K 0.07%
11,806
268
$670K 0.07%
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269
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53,000
270
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10,584
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271
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63,212
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272
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37,025
+2,645
273
$661K 0.07%
8,312
274
$661K 0.07%
10,732
275
$654K 0.07%
20,981
-1,316
9 10
11
12 13