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
626
$262K 0.03%
12,177
627
$262K 0.03%
15,310
628
$261K 0.03%
7,137
629
$260K 0.03%
7,370
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$260K 0.03%
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631
$259K 0.03%
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632
$259K 0.03%
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633
$259K 0.03%
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634
$259K 0.03%
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635
$258K 0.03%
11,230
636
$258K 0.03%
3,667
637
$257K 0.03%
9,587
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638
$257K 0.03%
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639
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640
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641
$255K 0.03%
2,562
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642
$255K 0.03%
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644
$254K 0.03%
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$252K 0.03%
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648
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649
$250K 0.03%
4,449
650
$250K 0.03%
11,792
24 25
26
27 28