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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$437K 0.06%
4,000
402
$435K 0.06%
7,799
403
$434K 0.06%
10,300
+3,112
404
$433K 0.06%
96,224
405
$431K 0.06%
7,690
+2,498
406
$431K 0.06%
12,097
407
$426K 0.06%
12,247
-5,179
408
$424K 0.06%
+11,700
409
$421K 0.06%
17,000
-11,694
410
$421K 0.06%
17,400
+6,200
411
$421K 0.06%
7,986
412
$419K 0.06%
15,000
413
$418K 0.06%
16,141
414
$416K 0.06%
3,831
+156
415
$414K 0.06%
12,610
416
$414K 0.06%
10,668
417
$412K 0.06%
12,545
418
$411K 0.06%
7,482
419
$411K 0.06%
4,529
+1,388
420
$411K 0.06%
4,447
+125
421
$409K 0.06%
9,700
-6,813
422
$409K 0.06%
7,700
423
$407K 0.06%
15,739
424
$405K 0.06%
11,452
425
$404K 0.06%
15,209
+6,180
15 16
17
18 19