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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$532K 0.05%
10,070
352
$527K 0.05%
10,334
+700
353
$523K 0.05%
7,071
354
$520K 0.05%
2,455
+1
355
$520K 0.05%
14,938
356
$518K 0.05%
8,060
357
$518K 0.05%
6,828
358
$516K 0.05%
3,398
-500
359
$514K 0.05%
3,900
360
$513K 0.05%
10,116
+2,400
361
$509K 0.04%
3,743
+1,100
362
$509K 0.04%
7,679
363
$508K 0.04%
3,650
+10
364
$507K 0.04%
45,212
+13,000
365
$502K 0.04%
5,949
366
$495K 0.04%
2,654
-100
367
$494K 0.04%
6,544
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368
$494K 0.04%
7,959
369
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9,568
370
$492K 0.04%
1,981
-800
371
$491K 0.04%
6,211
+10
372
$490K 0.04%
6,662
373
$488K 0.04%
7,581
374
$483K 0.04%
3,675
375
$483K 0.04%
5,677
13 14
15
16 17