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
176
$1.03M 0.11%
11,798
+1,500
177
$1.03M 0.11%
18,399
+2,500
178
$1.02M 0.11%
24,780
+2,200
179
$1M 0.1%
10,314
+315
180
$998K 0.1%
26,746
+2,498
181
$990K 0.1%
12,349
-132
182
$988K 0.1%
25,738
+18,584
183
$987K 0.1%
27,214
+4,400
184
$985K 0.1%
7,681
185
$973K 0.1%
11,037
-2,232
186
$966K 0.1%
19,286
+1,879
187
$966K 0.1%
83,000
+15,000
188
$960K 0.1%
19,406
189
$950K 0.1%
14,174
+100
190
$947K 0.1%
7,766
-436
191
$934K 0.1%
2,734
192
$926K 0.1%
28,731
+5,500
193
$918K 0.1%
15,506
+1
194
$914K 0.09%
24,014
195
$906K 0.09%
6,501
+469
196
$904K 0.09%
22,482
-18,384
197
$898K 0.09%
17,539
+478
198
$895K 0.09%
5,226
+347
199
$894K 0.09%
11,324
+667
200
$889K 0.09%
2,930
+826
6 7
8
9 10