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
376
$463K 0.04%
5,950
-3,300
377
$463K 0.04%
+3,680
378
$462K 0.04%
4,567
379
$462K 0.04%
9,572
380
$462K 0.04%
14,002
381
$461K 0.04%
12,987
382
$460K 0.04%
8,156
-4,369
383
$458K 0.03%
5,405
-4,020
384
$457K 0.03%
8,065
385
$457K 0.03%
+9,913
386
$456K 0.03%
13,403
+7,342
387
$456K 0.03%
14,360
388
$456K 0.03%
+45,592
389
$454K 0.03%
16,938
390
$453K 0.03%
6,844
391
$452K 0.03%
24,067
+1,671
392
$451K 0.03%
15,435
393
$451K 0.03%
22,537
394
$450K 0.03%
15,744
-3,819
395
$450K 0.03%
8,000
-2,500
396
$448K 0.03%
20,276
397
$447K 0.03%
40,540
398
$446K 0.03%
8,743
399
$446K 0.03%
36,231
400
$445K 0.03%
37,792
14 15
16
17 18