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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$584K 0.05%
5,483
327
$584K 0.05%
31,151
+2,659
328
$583K 0.05%
9,601
+209
329
$583K 0.05%
32,832
+7
330
$578K 0.05%
23,657
331
$575K 0.05%
7,479
332
$572K 0.05%
2,718
-50
333
$571K 0.05%
5,526
334
$569K 0.05%
6,585
+3,500
335
$568K 0.05%
4,348
+2
336
$567K 0.05%
8,689
+1,801
337
$566K 0.05%
10,700
-399
338
$564K 0.05%
23,032
339
$564K 0.05%
3,386
340
$558K 0.05%
6,922
341
$555K 0.05%
12,503
342
$552K 0.05%
8,285
+200
343
$552K 0.05%
8,334
344
$551K 0.05%
5,224
345
$551K 0.05%
13,819
346
$545K 0.05%
47,000
+7,000
347
$545K 0.05%
8,059
348
$541K 0.05%
3,268
-3,587
349
$534K 0.05%
87,136
350
$532K 0.05%
13,129
12 13
14
15 16