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
276
$475K 0.09%
+4,381
277
$473K 0.09%
+6,252
278
$472K 0.09%
+14,789
279
$472K 0.09%
+6,194
280
$471K 0.09%
+7,091
281
$471K 0.09%
+11,580
282
$471K 0.09%
+21,233
283
$469K 0.09%
+4,600
284
$469K 0.09%
+354
285
$468K 0.09%
+8,549
286
$467K 0.09%
+6,008
287
$466K 0.09%
+10,001
288
$466K 0.09%
+5,497
289
$465K 0.08%
+21,229
290
$464K 0.08%
+29,533
291
$461K 0.08%
+6,904
292
$461K 0.08%
+9,777
293
$461K 0.08%
+17,756
294
$457K 0.08%
+8,876
295
$455K 0.08%
+13,685
296
$455K 0.08%
+13,884
297
$450K 0.08%
+6,493
298
$448K 0.08%
+4,915
299
$447K 0.08%
+30,869
300
$447K 0.08%
+11,802
10 11
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