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
251
$847K 0.06%
10,025
252
$844K 0.06%
45,524
253
$842K 0.06%
71,648
254
$840K 0.06%
100,800
255
$827K 0.06%
26,697
256
$824K 0.06%
6,438
+2,863
257
$817K 0.06%
+68,286
258
$806K 0.06%
23,839
-79
259
$801K 0.06%
13,459
-765
260
$791K 0.06%
14,443
-3,500
261
$790K 0.06%
10,205
+1,700
262
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10,592
-2,200
263
$776K 0.06%
10,086
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264
$775K 0.06%
22,091
265
$773K 0.06%
21,708
266
$755K 0.06%
9,297
267
$754K 0.06%
33,684
-17,400
268
$744K 0.06%
11,165
269
$744K 0.06%
19,492
270
$741K 0.06%
8,949
271
$736K 0.06%
10,598
272
$724K 0.06%
4,820
273
$715K 0.05%
12,336
274
$711K 0.05%
6,889
275
$711K 0.05%
4,000
+1,825
9 10
11
12 13