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
476
$376K 0.04%
2,175
477
$374K 0.04%
17,698
478
$374K 0.04%
14,938
479
$373K 0.04%
+9,272
480
$371K 0.04%
22,586
481
$369K 0.04%
11,158
482
$369K 0.04%
3,502
-3,003
483
$368K 0.04%
9,305
484
$368K 0.04%
10,831
485
$368K 0.04%
4,815
486
$368K 0.04%
6,366
+1,700
487
$367K 0.04%
8,775
488
$367K 0.04%
5,692
489
$366K 0.04%
17,730
490
$366K 0.04%
18,915
491
$365K 0.04%
6,542
+859
492
$365K 0.04%
9,486
-7,257
493
$363K 0.04%
48,905
494
$363K 0.04%
23,244
495
$357K 0.04%
+13,261
496
$357K 0.04%
6,183
497
$357K 0.04%
14,516
498
$357K 0.04%
4,206
499
$356K 0.04%
6,419
+883
500
$356K 0.04%
5,500
+835
18 19
20
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