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
276
$693K 0.06%
8,277
-1
277
$687K 0.06%
12,787
278
$686K 0.06%
39,049
279
$683K 0.06%
17,117
-6
280
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6,249
-5,549
281
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9,394
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282
$678K 0.06%
7,209
283
$676K 0.06%
97,752
+30,752
284
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12,336
285
$672K 0.06%
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286
$670K 0.06%
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287
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288
$669K 0.06%
17,892
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289
$667K 0.06%
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290
$655K 0.05%
12,882
291
$655K 0.05%
10,235
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292
$648K 0.05%
7,000
-7,905
293
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294
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385
295
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296
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8,012
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297
$620K 0.05%
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298
$616K 0.05%
7,631
+3,460
299
$615K 0.05%
45,212
300
$614K 0.05%
9,599
10 11
12
13 14