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
326
$526K 0.07%
20,229
327
$524K 0.07%
5,909
328
$523K 0.07%
15,676
+1,238
329
$519K 0.07%
8,334
330
$519K 0.07%
+13,828
331
$517K 0.07%
+21,637
332
$516K 0.07%
21,835
333
$515K 0.07%
5,449
334
$514K 0.07%
8,060
-2,200
335
$514K 0.07%
7,649
336
$513K 0.07%
19,558
337
$511K 0.07%
10,327
-9,200
338
$510K 0.07%
4,766
339
$508K 0.07%
13,086
340
$508K 0.07%
12,371
341
$507K 0.07%
10,881
342
$505K 0.07%
6,303
343
$505K 0.07%
13,235
+4,005
344
$504K 0.07%
6,300
345
$500K 0.07%
5,519
346
$499K 0.07%
17,947
+4,800
347
$499K 0.07%
15,223
348
$498K 0.07%
13,132
349
$498K 0.07%
15,394
350
$496K 0.07%
5,190
12 13
14
15 16