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
151
$1.25M 0.13%
18,106
-1,789
152
$1.24M 0.13%
12,574
+1,897
153
$1.22M 0.13%
19,189
+328
154
$1.2M 0.12%
20,073
-1,506
155
$1.2M 0.12%
37,263
-3,581
156
$1.2M 0.12%
6,654
157
$1.18M 0.12%
17,776
+1,821
158
$1.16M 0.12%
18,179
+2,700
159
$1.15M 0.12%
15,177
160
$1.13M 0.12%
19,019
161
$1.13M 0.12%
23,722
+1,173
162
$1.12M 0.12%
13,977
-5,470
163
$1.11M 0.12%
39,000
+8,000
164
$1.11M 0.12%
6,993
165
$1.1M 0.11%
14,839
-2,020
166
$1.1M 0.11%
26,220
-25,512
167
$1.09M 0.11%
19,334
+541
168
$1.09M 0.11%
22,336
-48,768
169
$1.06M 0.11%
22,670
-1,000
170
$1.05M 0.11%
13,511
+454
171
$1.05M 0.11%
24,333
-600
172
$1.04M 0.11%
18,425
173
$1.04M 0.11%
20,200
174
$1.04M 0.11%
34,556
-900
175
$1.04M 0.11%
25,632
5 6
7
8 9