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
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 19.99%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 9%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$519K 0.07%
9,691
327
$519K 0.07%
9,333
328
$515K 0.07%
16,521
329
$514K 0.07%
7,046
330
$512K 0.07%
15,073
331
$511K 0.07%
111
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332
$505K 0.07%
18,900
333
$503K 0.07%
26,791
+3,700
334
$501K 0.07%
8,376
+2,853
335
$499K 0.07%
3,067
336
$497K 0.07%
13,894
+1,647
337
$496K 0.07%
23,444
338
$495K 0.07%
8,334
339
$494K 0.07%
10,327
340
$492K 0.07%
20,229
341
$492K 0.07%
13,027
342
$491K 0.07%
21,747
+3,800
343
$491K 0.07%
9,200
344
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+9,105
345
$487K 0.07%
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-200
346
$487K 0.07%
6,194
347
$485K 0.07%
11,289
+1,253
348
$485K 0.07%
9,381
349
$485K 0.07%
10,165
350
$483K 0.06%
13,086
12 13
14
15 16