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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$698K 0.06%
17,168
+2,663
277
$697K 0.06%
9,620
278
$696K 0.06%
8,949
-2,950
279
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45,535
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280
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281
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6,622
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282
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385
283
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7,834
284
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285
$679K 0.06%
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286
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2,635
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287
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288
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12,470
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289
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290
$666K 0.06%
12,882
291
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24,164
292
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293
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294
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529
295
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296
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297
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12,336
298
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20,166
-3,700
299
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12,787
300
$639K 0.06%
14,202
-133
10 11
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