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
101
$2M 0.21%
58,644
102
$1.98M 0.2%
34,227
103
$1.96M 0.2%
47,354
+800
104
$1.96M 0.2%
25,090
105
$1.94M 0.2%
20,262
+16,317
106
$1.9M 0.2%
30,839
-200
107
$1.84M 0.19%
14,158
108
$1.78M 0.18%
55,944
-3,313
109
$1.77M 0.18%
27,079
+121
110
$1.77M 0.18%
93,776
+2,449
111
$1.74M 0.18%
39,336
+939
112
$1.73M 0.18%
10,137
+309
113
$1.69M 0.17%
63,916
114
$1.67M 0.17%
15,490
115
$1.67M 0.17%
17,826
+4,205
116
$1.66M 0.17%
10,488
-130
117
$1.65M 0.17%
31,974
-797
118
$1.63M 0.17%
20,281
-306
119
$1.62M 0.17%
39,525
120
$1.61M 0.17%
13,028
-897
121
$1.61M 0.17%
7,564
+196
122
$1.59M 0.16%
195,600
+39,220
123
$1.56M 0.16%
30,491
124
$1.55M 0.16%
26,154
+1,399
125
$1.55M 0.16%
32,277
3 4
5
6 7