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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$512K 0.04%
3,900
352
$512K 0.04%
10,070
353
$511K 0.04%
6,844
+3,110
354
$509K 0.04%
8,060
355
$509K 0.04%
6,828
356
$508K 0.04%
16,046
357
$507K 0.04%
6,485
-100
358
$505K 0.04%
6,305
-100
359
$505K 0.04%
+8,233
360
$505K 0.04%
13,752
-7
361
$502K 0.04%
7,679
362
$502K 0.04%
7,192
+3,218
363
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2,081
+100
364
$495K 0.04%
9,507
365
$494K 0.04%
66,830
366
$493K 0.04%
13,897
-29,056
367
$492K 0.04%
11,112
368
$491K 0.04%
21,000
+5,959
369
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370
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9,568
371
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13,261
372
$485K 0.04%
3,575
+1,115
373
$482K 0.04%
7,694
-3
374
$482K 0.04%
3,543
-200
375
$480K 0.04%
6,201
-10
13 14
15
16 17