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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$494K 0.07%
16,911
352
$492K 0.07%
5,215
353
$492K 0.07%
13,027
354
$490K 0.07%
15,205
-5,155
355
$489K 0.07%
+5,929
356
$488K 0.07%
8,200
357
$486K 0.07%
7,255
358
$486K 0.07%
33,948
359
$486K 0.07%
23,444
360
$485K 0.07%
4,591
361
$483K 0.07%
21,102
+715
362
$483K 0.07%
10,991
363
$482K 0.07%
19,444
364
$479K 0.07%
12,882
365
$477K 0.07%
22,455
+6,702
366
$477K 0.07%
9,691
367
$476K 0.07%
1,215
368
$475K 0.07%
9,884
369
$474K 0.07%
5,660
370
$473K 0.07%
5,070
371
$470K 0.07%
9,500
+1,700
372
$470K 0.07%
6,346
373
$469K 0.07%
3,505
374
$467K 0.07%
5,812
375
$466K 0.07%
5,658
13 14
15
16 17