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
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$28.6M
3
+$25.7M
4
BAC icon
Bank of America
BAC
+$23.5M
5
AFL icon
Aflac
AFL
+$23.1M

Top Sells

1
+$14M
2
+$10.8M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$8.47M
5
ABBV icon
AbbVie
ABBV
+$7.36M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.95M 0.05%
11,424
-60
227
$1.94M 0.05%
18,625
+12
228
$1.94M 0.05%
6,805
-26
229
$1.91M 0.05%
3,840
-18
230
$1.86M 0.04%
20,188
-160
231
$1.82M 0.04%
43,603
-2,671
232
$1.78M 0.04%
15,259
-63
233
$1.75M 0.04%
12,041
-110
234
$1.73M 0.04%
35,871
-129
235
$1.7M 0.04%
18,896
-85
236
$1.67M 0.04%
13,172
-3,000
237
$1.59M 0.04%
6,516
-82
238
$1.59M 0.04%
2,838
+242
239
$1.56M 0.04%
20,913
-126
240
$1.55M 0.04%
26,508
-4,122
241
$1.55M 0.04%
8,864
242
$1.54M 0.04%
44,043
-119,016
243
$1.53M 0.04%
24,290
244
$1.53M 0.04%
14,283
245
$1.48M 0.04%
8,626
-44
246
$1.45M 0.03%
9,137
-81
247
$1.44M 0.03%
11,634
-1,874
248
$1.44M 0.03%
90,385
249
$1.44M 0.03%
23,145
-12,000
250
$1.4M 0.03%
45,509
-272
8 9
10
11 12