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
501
$356K 0.04%
14,740
502
$355K 0.04%
17,046
503
$354K 0.04%
4,021
-200
504
$354K 0.04%
5,614
505
$353K 0.04%
7,207
+900
506
$353K 0.04%
22,537
507
$353K 0.04%
5,057
508
$352K 0.04%
10,777
509
$351K 0.04%
6,088
510
$351K 0.04%
2,477
+37
511
$351K 0.04%
4,336
-2,911
512
$351K 0.04%
16,790
513
$350K 0.04%
5,301
514
$350K 0.04%
20,054
515
$349K 0.04%
8,743
516
$348K 0.04%
2,811
517
$347K 0.04%
9,489
518
$344K 0.04%
36,488
519
$341K 0.04%
8,709
520
$341K 0.04%
8,597
521
$339K 0.04%
31,609
522
$338K 0.04%
4,812
523
$338K 0.04%
+10,151
524
$336K 0.03%
6,200
-2,000
525
$336K 0.03%
5,638
-554
19 20
21
22 23