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
76
$2.52M 0.26%
53,700
+577
77
$2.5M 0.26%
63,599
-1,205
78
$2.46M 0.25%
75,674
-3,906
79
$2.44M 0.25%
178,787
+515
80
$2.39M 0.25%
254,520
-15,890
81
$2.35M 0.24%
29,037
+197
82
$2.31M 0.24%
32,779
83
$2.31M 0.24%
87,426
84
$2.27M 0.24%
42,228
+1,017
85
$2.27M 0.23%
11,024
-541
86
$2.26M 0.23%
47,860
87
$2.24M 0.23%
16,429
+150
88
$2.23M 0.23%
33,157
+8,777
89
$2.18M 0.23%
27,203
-135
90
$2.18M 0.23%
113,372
+18,167
91
$2.15M 0.22%
35,261
+5
92
$2.15M 0.22%
17,239
-635
93
$2.13M 0.22%
22,801
+1,339
94
$2.12M 0.22%
24,164
+13,314
95
$2.09M 0.22%
19,726
96
$2.09M 0.22%
156,980
+4,000
97
$2.08M 0.21%
11,479
+417
98
$2.07M 0.21%
17,335
99
$2.02M 0.21%
21,163
-263
100
$2M 0.21%
31,142
+1,076
2 3
4
5 6