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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.87%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1M 0.08%
+41,848
227
$992K 0.08%
15,197
228
$992K 0.08%
37,359
+4,622
229
$988K 0.08%
3,875
230
$987K 0.08%
24,982
-6,249
231
$981K 0.07%
24,521
+3,416
232
$977K 0.07%
19,406
233
$966K 0.07%
13,555
+100
234
$959K 0.07%
31,870
+25,400
235
$935K 0.07%
8,250
236
$933K 0.07%
11,870
-1,600
237
$931K 0.07%
8,615
+193
238
$929K 0.07%
7,735
239
$928K 0.07%
27,124
240
$925K 0.07%
+28,850
241
$923K 0.07%
18,514
-7,600
242
$911K 0.07%
+64,576
243
$899K 0.07%
+36,800
244
$892K 0.07%
56,800
245
$891K 0.07%
11,294
-1,700
246
$889K 0.07%
56,931
247
$882K 0.07%
12,405
248
$880K 0.07%
8,526
-4,900
249
$848K 0.06%
+14,688
250
$847K 0.06%
11,574
+3,240
8 9
10
11 12