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
601
$283K 0.03%
15,065
602
$280K 0.03%
6,918
-365
603
$279K 0.03%
4,031
604
$277K 0.03%
8,111
605
$277K 0.03%
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606
$275K 0.03%
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607
$274K 0.03%
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608
$272K 0.03%
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609
$271K 0.03%
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610
$271K 0.03%
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611
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8,439
612
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613
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614
$267K 0.03%
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615
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617
$266K 0.03%
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$263K 0.03%
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623
$263K 0.03%
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624
$262K 0.03%
15,751
625
$262K 0.03%
2,743
23 24
25
26 27