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
326
$447K 0.07%
4,580
327
$445K 0.07%
17,756
328
$444K 0.07%
6,477
329
$444K 0.07%
5,962
-1,900
330
$443K 0.07%
17,315
331
$442K 0.07%
20,752
332
$441K 0.07%
11,328
333
$438K 0.07%
9,691
-310
334
$438K 0.07%
5,772
335
$438K 0.07%
9,905
-1,764
336
$437K 0.07%
4,744
337
$437K 0.07%
23,444
-721
338
$437K 0.07%
19,444
-604
339
$436K 0.07%
12,610
340
$436K 0.07%
17,607
+686
341
$435K 0.07%
5,621
+46
342
$434K 0.07%
8,256
+266
343
$433K 0.07%
10,165
344
$433K 0.07%
15,416
345
$433K 0.07%
8,533
346
$431K 0.07%
8,200
347
$430K 0.07%
13,532
-443
348
$429K 0.07%
4,915
349
$428K 0.07%
+6,303
350
$425K 0.07%
12,377
12 13
14
15 16