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
426
$420K 0.04%
12,220
427
$420K 0.04%
150,000
+50,000
428
$419K 0.04%
5,466
429
$419K 0.04%
2,191
430
$418K 0.04%
9,928
+5,100
431
$418K 0.04%
6,904
432
$417K 0.04%
33,351
433
$416K 0.04%
9,701
434
$416K 0.04%
5,677
-2,168
435
$415K 0.04%
4,593
436
$414K 0.04%
16,922
437
$414K 0.04%
25,112
438
$414K 0.04%
+9,341
439
$414K 0.04%
14,461
440
$413K 0.04%
5,255
441
$408K 0.04%
+3,112
442
$408K 0.04%
19,156
-1,699
443
$408K 0.04%
4,828
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444
$407K 0.04%
13,090
445
$407K 0.04%
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446
$407K 0.04%
2,282
447
$405K 0.04%
17,091
448
$405K 0.04%
4,653
449
$403K 0.04%
22,396
450
$402K 0.04%
4,644
16 17
18
19 20