SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$489K 0.08%
15,622
-356
302
$487K 0.08%
6,904
303
$486K 0.08%
7,331
+252
304
$484K 0.08%
19,558
-1
305
$482K 0.08%
8,265
+100
306
$476K 0.08%
9,717
307
$476K 0.08%
5,202
308
$475K 0.08%
517
309
$475K 0.08%
63,888
+8,580
310
$474K 0.08%
7,046
311
$471K 0.08%
15,223
312
$471K 0.08%
12,097
313
$468K 0.08%
23,214
+800
314
$467K 0.08%
13,132
315
$466K 0.08%
4,700
316
$466K 0.08%
+25,000
317
$465K 0.08%
8,642
318
$464K 0.08%
6,303
-190
319
$463K 0.08%
+6,530
320
$461K 0.08%
31,662
+9,100
321
$459K 0.08%
4,000
322
$451K 0.08%
17,658
323
$450K 0.08%
8,315
-288
324
$450K 0.08%
9,005
325
$448K 0.08%
7,452
11 12
13
14 15