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SCM

Shelton Capital Management Portfolio holdings

AUM $4.57B
1-Year Est. Return 32.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.26%
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
+$24.8M
2
+$8.88M
3
+$3.06M
4
MSFT icon
Microsoft
MSFT
+$2.19M
5
VTRS icon
Viatris
VTRS
+$1.75M

Top Sells

1
+$4.72M
2
+$2.76M
3
+$2.45M
4
EQIX icon
Equinix
EQIX
+$1.8M
5
ABT icon
Abbott
ABT
+$1.75M

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
801
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-22,580
802
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803
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-8,110
804
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-3,708
805
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-17,891
806
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-14,859
807
– –
-7,658
808
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-3,290
809
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-8,628
810
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-40,192
811
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-25,101
812
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813
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-3,255
814
– –
-6,161
815
– –
-73,932
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