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
126
$1.54M 0.16%
30,000
-12,472
127
$1.52M 0.16%
15,112
-1,618
128
$1.51M 0.16%
37,891
+2,840
129
$1.51M 0.16%
63,909
+4,602
130
$1.5M 0.16%
35,361
-2,870
131
$1.5M 0.16%
21,970
132
$1.48M 0.15%
30,303
+1,100
133
$1.43M 0.15%
7
134
$1.43M 0.15%
64,020
+12,858
135
$1.43M 0.15%
58,216
136
$1.41M 0.15%
8,696
-4,715
137
$1.38M 0.14%
13,113
-621
138
$1.37M 0.14%
26,000
139
$1.36M 0.14%
57,390
140
$1.36M 0.14%
14,903
141
$1.36M 0.14%
90,255
+8,265
142
$1.35M 0.14%
20,468
143
$1.35M 0.14%
17,493
-432
144
$1.31M 0.14%
58,606
+600
145
$1.31M 0.14%
29,265
146
$1.29M 0.13%
30,329
+2,100
147
$1.28M 0.13%
13,824
148
$1.26M 0.13%
30,142
149
$1.26M 0.13%
28,376
150
$1.26M 0.13%
19,513
-2,557
4 5
6
7 8