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 20.76%
2 Healthcare 15.84%
3 Financials 14.44%
4 Consumer Discretionary 8.09%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.63M 0.38%
63,182
52
$3.62M 0.37%
58,888
+1,456
53
$3.5M 0.36%
64,460
+5,221
54
$3.44M 0.36%
9,941
55
$3.42M 0.35%
69,855
+1,051
56
$3.4M 0.35%
35,791
+500
57
$3.37M 0.35%
55,520
58
$3.36M 0.35%
39,631
+400
59
$3.31M 0.34%
58,062
+25,342
60
$3.23M 0.33%
2,808
61
$3.23M 0.33%
74,484
62
$3.13M 0.32%
24,541
+1,946
63
$3.05M 0.32%
77,641
+20,124
64
$3M 0.31%
30,973
-960
65
$2.98M 0.31%
88,633
-1,087
66
$2.92M 0.3%
14,671
+626
67
$2.91M 0.3%
77,894
+1,676
68
$2.86M 0.3%
190,482
69
$2.82M 0.29%
5,532
+189
70
$2.81M 0.29%
157,020
+5,145
71
$2.73M 0.28%
130,890
72
$2.71M 0.28%
31,820
-1,041
73
$2.67M 0.28%
40,149
+10,900
74
$2.58M 0.27%
27,796
-447
75
$2.55M 0.26%
22,311
-42,984
1 2
3
4 5