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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$567K 0.08%
7,720
302
$567K 0.08%
16,231
303
$567K 0.08%
41,293
304
$564K 0.08%
10,132
305
$561K 0.08%
29,511
+6,911
306
$560K 0.08%
4,490
307
$557K 0.08%
9,909
308
$555K 0.08%
9,333
309
$554K 0.08%
14,777
310
$549K 0.08%
7,212
311
$543K 0.08%
10,165
312
$543K 0.08%
13,033
313
$543K 0.08%
8,514
314
$540K 0.08%
4,700
315
$540K 0.08%
30,869
316
$540K 0.08%
9,717
317
$537K 0.08%
19,700
318
$536K 0.07%
466
319
$536K 0.07%
10,957
320
$534K 0.07%
7,046
321
$531K 0.07%
4,413
322
$531K 0.07%
13,087
+1,400
323
$530K 0.07%
6,194
324
$528K 0.07%
13,837
325
$527K 0.07%
15,073
11 12
13
14 15