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
276
$522K 0.09%
+12,970
277
$520K 0.09%
11,372
278
$519K 0.09%
7,720
279
$519K 0.09%
6,008
280
$516K 0.09%
7,670
+1,100
281
$511K 0.09%
5,497
282
$509K 0.09%
6,433
+181
283
$509K 0.09%
30,000
284
$506K 0.08%
13,027
285
$505K 0.08%
9,777
286
$505K 0.08%
5,140
287
$505K 0.08%
16,901
288
$504K 0.08%
10,592
-1,200
289
$502K 0.08%
4,600
290
$502K 0.08%
3,166
291
$501K 0.08%
+9,687
292
$500K 0.08%
7,824
293
$500K 0.08%
19,179
294
$499K 0.08%
7,093
295
$499K 0.08%
20,229
296
$497K 0.08%
15,561
-400
297
$496K 0.08%
9,643
298
$496K 0.08%
11,324
299
$490K 0.08%
10,132
300
$490K 0.08%
167,094