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
$1.17B
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 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$773K 0.06%
6,889
252
$768K 0.06%
+23,918
253
$768K 0.06%
5,970
+2,697
254
$766K 0.06%
9,425
255
$760K 0.06%
45,524
-11
256
$756K 0.06%
9,297
257
$754K 0.06%
14,438
258
$752K 0.06%
+15,204
259
$751K 0.06%
19,492
-200
260
$748K 0.06%
71,648
-400
261
$743K 0.06%
12,404
+3,715
262
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24,331
-300
263
$734K 0.06%
+9,250
264
$733K 0.06%
25,655
265
$732K 0.06%
63,000
266
$731K 0.06%
10,598
267
$726K 0.06%
9,129
-1,600
268
$721K 0.06%
16,856
269
$711K 0.06%
16,864
270
$711K 0.06%
12,525
271
$706K 0.06%
100,000
272
$704K 0.06%
13,065
-9
273
$699K 0.06%
8,332
-2,400
274
$698K 0.06%
3,030
-125
275
$694K 0.06%
9,351
-5,300
9 10
11
12 13