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
701
$221K 0.02%
11,086
-50
702
$221K 0.02%
6,501
703
$221K 0.02%
+4,062
704
$221K 0.02%
37,000
+14,000
705
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4,168
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707
$220K 0.02%
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708
$219K 0.02%
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709
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710
$218K 0.02%
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711
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712
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715
$216K 0.02%
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716
$214K 0.02%
3,026
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717
$214K 0.02%
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718
$212K 0.02%
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719
$212K 0.02%
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721
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$209K 0.02%
2,250
724
$209K 0.02%
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725
$209K 0.02%
901
-706
27 28
29
30 31