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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$549K 0.1%
+15,406
227
$546K 0.1%
+9,851
228
$545K 0.1%
+10,881
229
$544K 0.1%
+19,480
230
$542K 0.1%
+16,678
231
$542K 0.1%
+9,360
232
$540K 0.1%
+9,437
233
$540K 0.1%
+18,845
234
$539K 0.1%
+16,521
235
$536K 0.1%
+10,122
236
$535K 0.1%
+17,479
237
$532K 0.1%
+10,873
238
$530K 0.1%
+7,046
239
$527K 0.1%
+5,575
240
$527K 0.1%
+6,433
241
$520K 0.09%
+10,424
242
$519K 0.09%
+25,000
243
$515K 0.09%
+10,132
244
$514K 0.09%
+7,824
245
$514K 0.09%
+42,468
246
$512K 0.09%
+15,236
247
$511K 0.09%
+12,690
248
$511K 0.09%
+8,514
249
$508K 0.09%
+9,442
250
$507K 0.09%
+11,064
8 9
10
11 12