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
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 19.99%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 9%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$482K 0.06%
4,591
352
$481K 0.06%
+28,504
353
$481K 0.06%
7,419
-2,800
354
$481K 0.06%
4,359
355
$481K 0.06%
12,614
+1,027
356
$479K 0.06%
6,303
357
$477K 0.06%
10,881
358
$477K 0.06%
4,766
359
$476K 0.06%
9,150
+3,849
360
$476K 0.06%
10,668
361
$475K 0.06%
55,040
-17,066
362
$472K 0.06%
8,197
363
$472K 0.06%
13,837
364
$471K 0.06%
10,164
365
$469K 0.06%
6,091
366
$468K 0.06%
7,212
367
$466K 0.06%
4,200
-500
368
$466K 0.06%
19,700
369
$466K 0.06%
7,079
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370
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8,200
371
$463K 0.06%
1,215
372
$460K 0.06%
40,992
+5,592
373
$460K 0.06%
19,558
374
$455K 0.06%
5,929
375
$453K 0.06%
9,700
13 14
15
16 17