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
326
$422K 0.08%
+26,166
327
$422K 0.08%
+8,200
328
$421K 0.08%
+8,603
329
$421K 0.08%
+19,077
330
$421K 0.08%
+12,112
331
$419K 0.08%
+9,643
332
$418K 0.08%
+12,373
333
$417K 0.08%
+10,165
334
$415K 0.08%
+15,978
335
$414K 0.08%
+20,484
336
$414K 0.08%
+5,507
337
$413K 0.08%
+5,070
338
$411K 0.08%
+7,452
339
$410K 0.07%
+4,916
340
$409K 0.07%
+17,658
341
$408K 0.07%
+8,642
342
$407K 0.07%
+55,308
343
$402K 0.07%
+8,881
344
$402K 0.07%
+5,190
345
$402K 0.07%
+15,416
346
$397K 0.07%
+7,700
347
$395K 0.07%
+5,575
348
$394K 0.07%
+39,152
349
$392K 0.07%
+11,328
350
$391K 0.07%
+8,718