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
$949M
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.71M
3
+$6.46M
4
XYL icon
Xylem
XYL
+$6.08M
5
DVN icon
Devon Energy
DVN
+$4.13M

Top Sells

1
+$155M
2
+$109M
3
+$52.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$34.1M
5
NVDA icon
NVIDIA
NVDA
+$32.6M

Sector Composition

1 Technology 21.49%
2 Healthcare 14.93%
3 Industrials 11.99%
4 Consumer Discretionary 11.05%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$342K 0.04%
3,156
-150
377
$342K 0.04%
6,464
-835
378
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4,197
-185
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$339K 0.04%
2,910
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381
$338K 0.04%
30,349
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382
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383
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384
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385
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386
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387
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$330K 0.03%
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3,355
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$328K 0.03%
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397
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398
$324K 0.03%
1,420
399
$324K 0.03%
28,106
400
$324K 0.03%
5,553
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16
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