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
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.93%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.9%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$394K 0.07%
9,001
+283
377
$394K 0.07%
5,614
378
$393K 0.07%
5,220
379
$390K 0.07%
7,700
380
$390K 0.07%
16,911
381
$390K 0.07%
+15,000
382
$387K 0.06%
10,668
383
$386K 0.06%
13,580
384
$384K 0.06%
9,019
+289
385
$383K 0.06%
4,359
386
$383K 0.06%
+16,885
387
$382K 0.06%
96,224
388
$382K 0.06%
5,672
389
$382K 0.06%
17,219
390
$381K 0.06%
9,884
+2,326
391
$381K 0.06%
20,484
392
$380K 0.06%
9,330
393
$380K 0.06%
2,981
-1,400
394
$378K 0.06%
5,215
-3,190
395
$378K 0.06%
4,591
396
$378K 0.06%
9,903
+373
397
$378K 0.06%
8,773
+483
398
$375K 0.06%
16,141
-441
399
$374K 0.06%
5,869
-1,222
400
$374K 0.06%
7,605
14 15
16
17 18