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
676
$236K 0.02%
5,245
+125
677
$235K 0.02%
3,484
678
$235K 0.02%
5,946
+700
679
$235K 0.02%
+5,146
680
$235K 0.02%
3,343
681
$233K 0.02%
3,313
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682
$233K 0.02%
6,660
683
$232K 0.02%
5,087
684
$231K 0.02%
4,222
685
$231K 0.02%
693
686
$230K 0.02%
+4,700
687
$229K 0.02%
22,192
688
$229K 0.02%
8,043
689
$228K 0.02%
4,783
-556
690
$228K 0.02%
+4,715
691
$227K 0.02%
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692
$227K 0.02%
5,929
693
$226K 0.02%
3,893
694
$225K 0.02%
1,628
695
$225K 0.02%
8,487
696
$225K 0.02%
4,146
-188
697
$224K 0.02%
8,709
698
$224K 0.02%
3,407
699
$222K 0.02%
+3,470
700
$221K 0.02%
1,746
26 27
28
29 30