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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$329K 0.06%
+179
402
$328K 0.06%
+15,739
403
$327K 0.06%
+11,470
404
$327K 0.06%
+8,290
405
$325K 0.06%
+9,164
406
$325K 0.06%
+12,371
407
$324K 0.06%
+28,280
408
$322K 0.06%
+18,893
409
$321K 0.06%
+8,017
410
$321K 0.06%
+16,911
411
$320K 0.06%
+11,452
412
$320K 0.06%
+5,672
413
$319K 0.06%
+1,215
414
$318K 0.06%
+7,633
415
$318K 0.06%
+6,853
416
$317K 0.06%
+10,780
417
$317K 0.06%
+1,158
418
$317K 0.06%
+2,770
419
$316K 0.06%
+4,264
420
$315K 0.06%
+3,829
421
$314K 0.06%
+3,720
422
$314K 0.06%
+2,735
423
$314K 0.06%
+16,231
424
$313K 0.06%
+2,445
425
$313K 0.06%
+8,577
15 16
17
18 19