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
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.93%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.9%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$425K 0.07%
4,916
352
$424K 0.07%
13,837
353
$422K 0.07%
5,190
354
$420K 0.07%
26,166
355
$418K 0.07%
8,683
+1,050
356
$418K 0.07%
27,132
357
$417K 0.07%
30,869
358
$416K 0.07%
12,827
+2,251
359
$416K 0.07%
8,334
-5,264
360
$416K 0.07%
12,371
361
$415K 0.07%
32,466
362
$412K 0.07%
24,679
363
$412K 0.07%
4,696
364
$411K 0.07%
13,358
365
$410K 0.07%
12,882
366
$410K 0.07%
25,102
367
$410K 0.07%
8,985
368
$409K 0.07%
19,077
369
$409K 0.07%
5,182
-226
370
$406K 0.07%
39,152
371
$404K 0.07%
7,649
-244
372
$400K 0.07%
2,529
+84
373
$399K 0.07%
18,369
374
$396K 0.07%
10,646
+517
375
$395K 0.07%
11,580
13 14
15
16 17