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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$357K 0.07%
+8,756
377
$357K 0.07%
+6,062
378
$356K 0.06%
+4,696
379
$356K 0.06%
+4,591
380
$356K 0.06%
+5,408
381
$356K 0.06%
+5,450
382
$355K 0.06%
+6,570
383
$354K 0.06%
+2,476
384
$352K 0.06%
+116,690
385
$349K 0.06%
+8,985
386
$349K 0.06%
+27,132
387
$347K 0.06%
+25,102
388
$343K 0.06%
+2,312
389
$342K 0.06%
+6,568
390
$342K 0.06%
+9,330
391
$341K 0.06%
+10,079
392
$340K 0.06%
+10,668
393
$337K 0.06%
+5,220
394
$336K 0.06%
+5,184
395
$334K 0.06%
+4,359
396
$334K 0.06%
+10,129
397
$334K 0.06%
+5,275
398
$334K 0.06%
+8,692
399
$333K 0.06%
+13,580
400
$330K 0.06%
+8,730
14 15
16
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