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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.44%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$886K 0.07%
14,928
227
$883K 0.07%
13,745
-5,370
228
$883K 0.07%
26,697
-100
229
$883K 0.07%
15,388
-1
230
$869K 0.07%
+7,735
231
$868K 0.07%
19,632
-795
232
$858K 0.07%
21,708
233
$853K 0.07%
11,960
+1,800
234
$851K 0.07%
4,481
235
$849K 0.07%
17,943
-9,500
236
$847K 0.07%
+21,197
237
$846K 0.07%
37,600
-35
238
$842K 0.07%
12,405
239
$842K 0.07%
22,091
240
$834K 0.07%
+18,158
241
$828K 0.07%
8,949
242
$818K 0.07%
56,800
243
$816K 0.07%
60,610
-4,500
244
$815K 0.07%
6,670
+100
245
$806K 0.07%
10,000
246
$800K 0.07%
27,457
+990
247
$791K 0.07%
+34,300
248
$778K 0.06%
10,025
+78
249
$776K 0.06%
27,124
250
$775K 0.06%
7,303
8 9
10
11 12