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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$449K 0.04%
12,298
402
$449K 0.04%
7,002
403
$448K 0.04%
23,244
404
$448K 0.04%
26,297
405
$448K 0.04%
14,740
406
$447K 0.04%
3,732
+702
407
$447K 0.04%
3,404
+110
408
$446K 0.04%
48,905
409
$445K 0.04%
4,336
410
$443K 0.04%
28,054
+54
411
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10,777
412
$439K 0.04%
3,860
-4,500
413
$436K 0.04%
21,400
414
$432K 0.04%
9,598
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415
$428K 0.04%
16,408
416
$426K 0.04%
16,790
417
$425K 0.04%
11,977
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418
$425K 0.04%
3,980
419
$424K 0.04%
14,412
420
$423K 0.04%
22,586
421
$423K 0.04%
1,020
422
$422K 0.04%
5,182
423
$422K 0.04%
66,830
+500
424
$420K 0.04%
12,236
+3
425
$419K 0.04%
4,303
+9
15 16
17
18 19