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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$690K 0.1%
14,643
+1,071
227
$688K 0.1%
7,257
228
$686K 0.1%
18,796
+106
229
$685K 0.1%
12,061
+2,331
230
$683K 0.1%
11,806
231
$683K 0.1%
14,789
232
$682K 0.1%
72,106
233
$679K 0.09%
5,140
234
$677K 0.09%
6,881
235
$675K 0.09%
15,236
236
$672K 0.09%
8,823
237
$671K 0.09%
15,521
-265
238
$669K 0.09%
21,400
+7,400
239
$669K 0.09%
12,250
+400
240
$669K 0.09%
9,399
241
$667K 0.09%
16,862
242
$665K 0.09%
10,372
+1,890
243
$663K 0.09%
70,803
244
$662K 0.09%
10,966
245
$656K 0.09%
20,274
246
$656K 0.09%
5,202
247
$653K 0.09%
90,650
+39,060
248
$653K 0.09%
6,267
249
$650K 0.09%
35,779
250
$648K 0.09%
9,021
+3,128
8 9
10
11 12