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
301
$613K 0.06%
21,254
302
$613K 0.06%
12,496
303
$608K 0.06%
32,737
304
$604K 0.06%
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305
$603K 0.06%
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306
$602K 0.06%
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307
$602K 0.06%
25,655
308
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309
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310
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7,303
311
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312
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313
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314
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315
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316
$583K 0.06%
5,483
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317
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318
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428
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321
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323
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324
$565K 0.06%
+5,431
325
$560K 0.06%
8,334
11 12
13
14 15