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
551
$318K 0.03%
2,113
552
$317K 0.03%
2,735
553
$315K 0.03%
8,022
554
$313K 0.03%
9,884
-7,614
555
$312K 0.03%
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556
$312K 0.03%
+14,823
557
$311K 0.03%
4,460
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558
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3,654
559
$311K 0.03%
4,281
560
$311K 0.03%
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561
$311K 0.03%
7,128
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562
$309K 0.03%
27,000
+1,683
563
$308K 0.03%
4,607
564
$308K 0.03%
2,971
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565
$308K 0.03%
10,469
566
$306K 0.03%
3,498
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567
$305K 0.03%
6,991
568
$304K 0.03%
3,260
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569
$304K 0.03%
4,563
570
$304K 0.03%
7,907
571
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3,477
572
$303K 0.03%
+6,571
573
$301K 0.03%
3,314
574
$301K 0.03%
4,000
575
$300K 0.03%
14,703
21 22
23
24 25