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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$451K 0.04%
+2,724
402
$451K 0.04%
32,561
403
$451K 0.04%
6,066
404
$450K 0.04%
2,175
-4
405
$449K 0.04%
+4,471
406
$448K 0.04%
9,783
-702
407
$447K 0.04%
19,563
408
$446K 0.04%
16,938
409
$442K 0.04%
3,675
410
$442K 0.04%
20,500
411
$442K 0.04%
8,332
-2,002
412
$442K 0.04%
+12,986
413
$440K 0.04%
13,700
414
$438K 0.04%
9,303
-3,200
415
$438K 0.04%
10,798
-11,500
416
$438K 0.04%
1,020
417
$437K 0.04%
8,910
-1,206
418
$436K 0.04%
14,412
419
$436K 0.04%
8,065
420
$436K 0.04%
44,166
421
$434K 0.04%
8,905
422
$433K 0.04%
12,220
423
$433K 0.04%
6,792
-4,650
424
$433K 0.04%
5,677
425
$427K 0.04%
+6,203
15 16
17
18 19