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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$570K 0.05%
12,496
327
$565K 0.05%
5,526
328
$564K 0.05%
96,506
329
$561K 0.05%
5,204
-20
330
$560K 0.05%
5,621
331
$556K 0.05%
2,718
332
$555K 0.05%
3,577
-73
333
$555K 0.05%
12,093
+5,462
334
$555K 0.05%
16,303
+7,860
335
$548K 0.05%
7,581
336
$543K 0.05%
4,916
-2
337
$539K 0.05%
13,129
338
$539K 0.05%
7,479
339
$537K 0.04%
4,551
340
$535K 0.04%
36,231
+16,278
341
$533K 0.04%
14,938
342
$530K 0.04%
7,071
343
$530K 0.04%
6,662
344
$527K 0.04%
10,272
-2,198
345
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+12,286
346
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13,819
347
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13,182
-3,599
348
$516K 0.04%
16,922
-9
349
$513K 0.04%
9,701
-10
350
$513K 0.04%
529
12 13
14
15 16