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
276
$704K 0.05%
21,487
-5,855
277
$698K 0.05%
9,864
278
$698K 0.05%
20,295
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279
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280
$693K 0.05%
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281
$692K 0.05%
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282
$688K 0.05%
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283
$684K 0.05%
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284
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24,631
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285
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-304
286
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27,654
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287
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9,108
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288
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289
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290
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3,920
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291
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292
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293
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294
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295
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43,110
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296
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18,644
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297
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298
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32,558
-6,491
299
$634K 0.05%
44,166
300
$631K 0.05%
1,037
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10 11
12
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