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
576
$300K 0.03%
10,202
577
$299K 0.03%
4,802
578
$296K 0.03%
6,584
579
$294K 0.03%
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$293K 0.03%
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581
$293K 0.03%
8,100
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583
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584
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585
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587
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588
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590
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592
$289K 0.03%
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$283K 0.03%
15,065
22 23
24
25 26