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
26
$6.16M 0.64%
53,702
+14,000
27
$6.07M 0.63%
103,109
28
$5.84M 0.6%
74,677
+2,526
29
$5.74M 0.59%
14,199
+716
30
$5.73M 0.59%
213,495
+5,312
31
$5.63M 0.58%
34,302
-430
32
$5.06M 0.52%
47,557
+94
33
$4.82M 0.5%
54,152
+11,381
34
$4.67M 0.48%
84,552
+27,971
35
$4.66M 0.48%
273,527
-34,451
36
$4.65M 0.48%
86,649
+4,167
37
$4.53M 0.47%
35,142
38
$4.49M 0.46%
87,151
+3,601
39
$4.41M 0.46%
173,785
-476
40
$4.34M 0.45%
32,110
+1,699
41
$4.29M 0.44%
44,007
+4,907
42
$4.09M 0.42%
101,612
-2,835
43
$3.97M 0.41%
46,041
+10,251
44
$3.96M 0.41%
48,551
45
$3.87M 0.4%
94,120
-1,929
46
$3.85M 0.4%
99,124
-700
47
$3.83M 0.4%
54,933
48
$3.76M 0.39%
29,495
-5,130
49
$3.74M 0.39%
26,980
-400
50
$3.65M 0.38%
96,122
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