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
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$549K 0.09%
12,623
+5,539
252
$549K 0.09%
8,704
-1,147
253
$547K 0.09%
19,480
254
$546K 0.09%
+58,966
255
$545K 0.09%
9,703
256
$545K 0.09%
6,292
257
$544K 0.09%
16,678
258
$544K 0.09%
7,592
-2,500
259
$544K 0.09%
16,862
260
$542K 0.09%
+42,015
261
$539K 0.09%
8,336
+3,000
262
$538K 0.09%
13,351
-334
263
$537K 0.09%
9,178
+302
264
$536K 0.09%
16,521
265
$536K 0.09%
6,194
266
$535K 0.09%
7,270
-700
267
$535K 0.09%
14,789
268
$534K 0.09%
12,352
-338
269
$531K 0.09%
8,514
270
$529K 0.09%
10,870
+2,289
271
$527K 0.09%
21,229
272
$524K 0.09%
18,845
273
$524K 0.09%
13,533
+514
274
$524K 0.09%
41,293
-1,175
275
$523K 0.09%
15,318
+3,206
9 10
11
12 13