SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$371K 0.06%
7,747
-375
402
$370K 0.06%
8,692
403
$368K 0.06%
10,249
-531
404
$368K 0.06%
12,545
405
$367K 0.06%
29,240
+960
406
$366K 0.06%
28,566
-967
407
$365K 0.06%
12,220
408
$364K 0.06%
11,651
409
$363K 0.06%
11,452
410
$363K 0.06%
8,673
-208
411
$363K 0.06%
42,675
+2,100
412
$363K 0.06%
7,344
-254
413
$361K 0.06%
6,633
414
$360K 0.06%
+21,804
415
$355K 0.06%
3,639
-190
416
$352K 0.06%
5,275
417
$351K 0.06%
7,212
418
$350K 0.06%
1,215
419
$349K 0.06%
6,341
-227
420
$348K 0.06%
2,735
421
$347K 0.06%
16,231
422
$345K 0.06%
5,777
+900
423
$344K 0.06%
7,482
424
$344K 0.06%
2,476
425
$341K 0.06%
10,112
+33
15 16
17
18 19