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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$465K 0.06%
15,416
377
$464K 0.06%
7,790
378
$463K 0.06%
17,219
379
$462K 0.06%
9,700
+1,400
380
$460K 0.06%
22,008
+4,047
381
$460K 0.06%
3,067
382
$459K 0.06%
31,580
383
$458K 0.06%
25,000
384
$458K 0.06%
4,359
385
$456K 0.06%
5,736
386
$455K 0.06%
16,950
+2,902
387
$450K 0.06%
3,850
388
$450K 0.06%
5,028
389
$450K 0.06%
12,220
390
$449K 0.06%
27,132
391
$448K 0.06%
11,587
392
$447K 0.06%
20,484
393
$445K 0.06%
23,091
+8,900
394
$445K 0.06%
6,091
395
$445K 0.06%
5,027
396
$443K 0.06%
24,679
397
$443K 0.06%
11,580
398
$442K 0.06%
+10,246
399
$441K 0.06%
11,989
400
$438K 0.06%
35,400
+1,400
14 15
16
17 18