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
$548M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$12.5M
3 +$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$506K 0.09%
+7,862
252
$506K 0.09%
+6,981
253
$506K 0.09%
+5,140
254
$500K 0.09%
+6,292
255
$500K 0.09%
+10,258
256
$500K 0.09%
+19,179
257
$499K 0.09%
+33,458
258
$499K 0.09%
+8,165
259
$496K 0.09%
+17,958
260
$495K 0.09%
+33,363
261
$492K 0.09%
+16,862
262
$490K 0.09%
+19,559
263
$490K 0.09%
+13,027
264
$488K 0.09%
+12,235
265
$488K 0.09%
+11,324
266
$485K 0.09%
+13,132
267
$484K 0.09%
+13,150
268
$482K 0.09%
+11,792
269
$480K 0.09%
+12,377
270
$480K 0.09%
+21,976
271
$478K 0.09%
+7,193
272
$478K 0.09%
+20,048
273
$477K 0.09%
+11,372
274
$477K 0.09%
+517
275
$476K 0.09%
+16,901