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
351
$519K 0.05%
8,314
+565
352
$518K 0.05%
8,988
-200
353
$516K 0.05%
385
354
$515K 0.05%
14,945
355
$514K 0.05%
7,068
356
$508K 0.05%
4,069
-43
357
$507K 0.05%
4,200
358
$507K 0.05%
7,834
359
$505K 0.05%
32,825
360
$505K 0.05%
10,411
361
$500K 0.05%
5,070
362
$495K 0.05%
7,718
363
$495K 0.05%
31,000
-1,500
364
$494K 0.05%
2,659
365
$493K 0.05%
9,617
366
$493K 0.05%
23,748
367
$489K 0.05%
7,300
-1,092
368
$487K 0.05%
9,398
369
$486K 0.05%
26,297
370
$484K 0.05%
10,497
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371
$483K 0.05%
5,673
-100
372
$482K 0.05%
12,503
373
$480K 0.05%
4,964
+712
374
$479K 0.05%
7,013
375
$477K 0.05%
23,032
13 14
15
16 17