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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.87%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$630K 0.05%
7,059
-900
302
$629K 0.05%
13,065
303
$627K 0.05%
33,000
+12,000
304
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8,794
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305
$620K 0.05%
19,834
+7,614
306
$613K 0.05%
13,419
307
$610K 0.05%
9,025
308
$606K 0.05%
86,000
-14,000
309
$604K 0.05%
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310
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6,232
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311
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312
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313
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+9,264
314
$594K 0.05%
13,168
315
$593K 0.05%
4,490
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316
$591K 0.05%
12,955
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317
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13,819
318
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+15,212
320
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10,061
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321
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22,000
322
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9,459
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323
$559K 0.04%
34,300
324
$552K 0.04%
6,431
-1,200
325
$552K 0.04%
14,692
-3,200
11 12
13
14 15