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 20.75%
2 Healthcare 15.84%
3 Financials 14.44%
4 Communication Services 8.11%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$653K 0.07%
8,515
+601
277
$646K 0.07%
7,741
278
$645K 0.07%
11,572
-18,204
279
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280
$643K 0.07%
7,343
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281
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12,300
282
$637K 0.07%
10,299
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283
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6,565
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284
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14,217
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285
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21,400
286
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14,312
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287
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288
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289
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7,343
290
$624K 0.06%
6,581
291
$622K 0.06%
34,000
292
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293
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294
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11,059
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295
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296
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297
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13,752
298
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23,657
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299
$615K 0.06%
8,277
300
$615K 0.06%
6,147
10 11
12
13 14