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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$389K 0.07%
+7,560
352
$389K 0.07%
+9,005
353
$388K 0.07%
+17,219
354
$387K 0.07%
+22,414
355
$386K 0.07%
+7,669
356
$386K 0.07%
+12,545
357
$384K 0.07%
+8,581
358
$384K 0.07%
+7,990
359
$383K 0.07%
+15,793
360
$381K 0.07%
+8,122
361
$380K 0.07%
+16,921
362
$379K 0.07%
+12,220
363
$376K 0.07%
+20,752
364
$374K 0.07%
+32,466
365
$371K 0.07%
+13,975
366
$371K 0.07%
+17,315
367
$370K 0.07%
+11,651
368
$370K 0.07%
+96,224
369
$370K 0.07%
+7,598
370
$369K 0.07%
+9,717
371
$368K 0.07%
+24,679
372
$368K 0.07%
+18,369
373
$367K 0.07%
+20,118
374
$361K 0.07%
+4,000
375
$358K 0.07%
+4,744
13 14
15
16 17