SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$608K 0.1%
10,424
227
$605K 0.1%
4,094
228
$604K 0.1%
12,122
-284
229
$598K 0.1%
9,164
-278
230
$598K 0.1%
10,122
231
$595K 0.1%
55,948
232
$594K 0.1%
10,258
233
$589K 0.1%
9,289
-204
234
$581K 0.1%
10,881
235
$577K 0.1%
9,399
236
$576K 0.1%
22,808
+832
237
$576K 0.1%
12,670
-480
238
$571K 0.1%
11,772
-463
239
$571K 0.1%
14,982
-424
240
$568K 0.1%
16,738
-301
241
$568K 0.1%
8,585
242
$565K 0.09%
4,866
+156
243
$560K 0.09%
5,070
244
$559K 0.09%
18,530
245
$558K 0.09%
7,223
246
$555K 0.09%
11,064
247
$554K 0.09%
8,267
248
$554K 0.09%
+113
249
$552K 0.09%
35,779
250
$549K 0.09%
10,164
-5,088
8 9
10
11 12