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
376
$475K 0.05%
8,065
377
$472K 0.05%
25,000
378
$470K 0.05%
14,194
379
$470K 0.05%
18,292
+1,263
380
$470K 0.05%
15,134
+943
381
$469K 0.05%
10,060
382
$468K 0.05%
7,694
383
$468K 0.05%
6,700
384
$464K 0.05%
5,664
385
$463K 0.05%
8,085
386
$461K 0.05%
28,049
387
$460K 0.05%
7,071
388
$458K 0.05%
5,902
389
$456K 0.05%
4,234
390
$456K 0.05%
11,112
391
$455K 0.05%
8,018
392
$455K 0.05%
36,800
393
$453K 0.05%
8,905
394
$453K 0.05%
697
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395
$453K 0.05%
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396
$452K 0.05%
7,479
397
$451K 0.05%
12,882
398
$450K 0.05%
17,969
399
$449K 0.05%
13,562
+130
400
$447K 0.05%
19,563
14 15
16
17 18