SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.59%
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
+$24.8M
2
+$8.88M
3
+$3.06M
4
MSFT icon
Microsoft
MSFT
+$2.19M
5
VTRS icon
Viatris
VTRS
+$1.75M

Top Sells

1
+$4.72M
2
+$2.76M
3
+$2.45M
4
EQIX icon
Equinix
EQIX
+$1.8M
5
ABT icon
Abbott
ABT
+$1.75M

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%
5,133
552
$317K 0.03%
2,735
553
$315K 0.03%
8,022
554
$313K 0.03%
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-7,614
555
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556
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557
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4,460
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558
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559
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560
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561
$311K 0.03%
7,128
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562
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27,000
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563
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564
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566
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567
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572
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573
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3,314
574
$301K 0.03%
4,000
575
$300K 0.03%
14,703
21 22
23
24 25