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
$548M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$12.5M
3 +$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$444K 0.08%
+7,720
302
$444K 0.08%
+5,614
303
$443K 0.08%
+12,882
304
$442K 0.08%
+4,580
305
$442K 0.08%
+7,093
306
$442K 0.08%
+13,358
307
$442K 0.08%
+13,837
308
$439K 0.08%
+15,961
309
$439K 0.08%
+7,893
310
$436K 0.08%
+24,165
311
$436K 0.08%
+13,019
312
$434K 0.08%
+4,710
313
$433K 0.08%
+15,223
314
$433K 0.08%
+7,223
315
$432K 0.08%
+7,079
316
$432K 0.08%
+5,202
317
$428K 0.08%
+5,772
318
$427K 0.08%
+12,610
319
$427K 0.08%
+8,533
320
$426K 0.08%
+20,229
321
$425K 0.08%
+8,124
322
$424K 0.08%
+6,477
323
$424K 0.08%
+4,700
324
$423K 0.08%
+1,883
325
$423K 0.08%
+12,097