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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.87%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$551K 0.04%
7,192
327
$550K 0.04%
10,821
-2,931
328
$548K 0.04%
7,011
+3,287
329
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330
$546K 0.04%
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331
$538K 0.04%
89,330
+22,500
332
$538K 0.04%
9,017
-6,371
333
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334
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11,252
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335
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336
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337
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338
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339
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340
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341
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342
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343
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105,000
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344
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529
345
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8,698
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346
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347
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348
$506K 0.04%
10,244
-2,252
349
$505K 0.04%
10,272
350
$505K 0.04%
9,275
12 13
14
15 16