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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.87%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$505K 0.04%
12,986
352
$501K 0.04%
7,970
-8,800
353
$501K 0.04%
14,092
-8,940
354
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4,080
-6,329
355
$498K 0.04%
5,677
356
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9,183
357
$495K 0.04%
1,981
-100
358
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+2,682
359
$494K 0.04%
+35,910
360
$494K 0.04%
16,303
361
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14,366
+600
362
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363
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13,261
364
$484K 0.04%
19,451
365
$482K 0.04%
38,589
366
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23,992
-7,159
367
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368
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369
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5,380
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370
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371
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6,990
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372
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5,531
-1,297
373
$468K 0.04%
+18,719
374
$467K 0.04%
12,778
-3,268
375
$465K 0.04%
26,000
13 14
15
16 17