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
526
$336K 0.03%
4,542
527
$335K 0.03%
6,224
528
$334K 0.03%
16,229
529
$333K 0.03%
14,379
530
$333K 0.03%
15,339
531
$333K 0.03%
4,101
-3,409
532
$332K 0.03%
20,000
533
$332K 0.03%
29,208
534
$331K 0.03%
2,582
535
$331K 0.03%
6,903
536
$330K 0.03%
9,840
537
$330K 0.03%
6,008
538
$330K 0.03%
3,980
539
$329K 0.03%
4,926
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540
$326K 0.03%
5,612
541
$325K 0.03%
10,200
542
$324K 0.03%
15,965
543
$324K 0.03%
7,645
544
$322K 0.03%
6,558
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545
$321K 0.03%
17,000
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546
$321K 0.03%
5,915
547
$321K 0.03%
37,926
548
$320K 0.03%
18,564
549
$320K 0.03%
28,361
550
$318K 0.03%
5,133
20 21
22
23 24