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
$4.19B
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$28.6M
3
+$25.7M
4
BAC icon
Bank of America
BAC
+$23.5M
5
AFL icon
Aflac
AFL
+$23.1M

Top Sells

1
+$14M
2
+$10.8M
3
+$9.9M
4
NVDA icon
NVIDIA
NVDA
+$8.47M
5
ABBV icon
AbbVie
ABBV
+$7.36M

Sector Composition

1 Technology 39.6%
2 Consumer Discretionary 12.08%
3 Communication Services 11.5%
4 Healthcare 8.35%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$874K 0.02%
7,840
+366
277
$858K 0.02%
25,836
-62,762
278
$845K 0.02%
893
+7
279
$836K 0.02%
3,784
-48,768
280
$829K 0.02%
18,000
281
$816K 0.02%
2,200
282
$815K 0.02%
9,268
-5,207
283
$793K 0.02%
19,083
-168
284
$779K 0.02%
14,417
285
$769K 0.02%
20,065
286
$758K 0.02%
2,052
-68
287
$758K 0.02%
3,699
-28
288
$742K 0.02%
14,898
-173
289
$724K 0.02%
2,398
-63
290
$720K 0.02%
2,834
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291
$714K 0.02%
11,043
292
$686K 0.02%
8,433
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293
$681K 0.02%
16,444
-788
294
$664K 0.02%
6,622
-332
295
$652K 0.02%
+6,369
296
$645K 0.02%
4,297
+1,959
297
$638K 0.02%
1,256
298
$627K 0.01%
3,436
-24
299
$616K 0.01%
9,460
-345
300
$609K 0.01%
7,674
+1,662
10 11
12
13 14