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
651
$249K 0.03%
6,690
652
$249K 0.03%
4,417
653
$248K 0.03%
7,638
654
$248K 0.03%
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655
$247K 0.03%
4,431
656
$246K 0.03%
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657
$246K 0.03%
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658
$245K 0.03%
4,618
659
$245K 0.03%
3,931
-300
660
$245K 0.03%
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661
$245K 0.03%
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662
$242K 0.03%
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663
$242K 0.03%
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664
$241K 0.02%
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665
$240K 0.02%
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$240K 0.02%
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667
$240K 0.02%
8,676
668
$240K 0.02%
+6,634
669
$239K 0.02%
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670
$238K 0.02%
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671
$238K 0.02%
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672
$238K 0.02%
6,394
673
$238K 0.02%
5,175
674
$237K 0.02%
7,272
675
$236K 0.02%
3,355
-407
25 26
27
28 29