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
376
$477K 0.04%
6,544
377
$475K 0.04%
5,483
378
$474K 0.04%
+37,792
379
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380
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381
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382
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383
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384
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385
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387
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389
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390
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392
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399
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2,598
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$452K 0.04%
11,424
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14 15
16
17 18