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
451
$401K 0.04%
9,976
452
$400K 0.04%
8,302
+200
453
$400K 0.04%
40,540
454
$400K 0.04%
9,309
455
$399K 0.04%
3,214
456
$398K 0.04%
3,920
457
$398K 0.04%
5,450
458
$395K 0.04%
6,201
459
$395K 0.04%
20,500
460
$394K 0.04%
14,413
461
$394K 0.04%
20,710
462
$393K 0.04%
12,752
463
$390K 0.04%
12,298
464
$389K 0.04%
43,000
+19,000
465
$386K 0.04%
87,136
466
$386K 0.04%
12,621
467
$385K 0.04%
6,245
468
$384K 0.04%
22,000
+11,600
469
$382K 0.04%
10,276
470
$382K 0.04%
15,050
+1,203
471
$381K 0.04%
7,700
472
$380K 0.04%
10,070
473
$380K 0.04%
13,841
474
$379K 0.04%
8,010
475
$379K 0.04%
10,698
17 18
19
20 21