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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$611K 0.05%
10,300
-400
302
$609K 0.05%
+16,656
303
$607K 0.05%
9,025
-300
304
$606K 0.05%
+4,019
305
$605K 0.05%
7,959
306
$604K 0.05%
19,095
307
$603K 0.05%
14,135
-67
308
$598K 0.05%
47,000
309
$595K 0.05%
30,400
-3
310
$592K 0.05%
11,165
311
$592K 0.05%
5,098
+2,035
312
$592K 0.05%
13,419
-5,300
313
$592K 0.05%
12,300
314
$588K 0.05%
9,864
+4,602
315
$587K 0.05%
13,168
-4,000
316
$584K 0.05%
+21,040
317
$583K 0.05%
87,136
318
$583K 0.05%
10,500
319
$580K 0.05%
3,386
320
$578K 0.05%
8,334
321
$577K 0.05%
4,590
+242
322
$577K 0.05%
7,236
323
$576K 0.05%
23,032
324
$572K 0.05%
+8,505
325
$571K 0.05%
4,820
11 12
13
14 15