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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.87%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$445K 0.03%
4,449
402
$445K 0.03%
+29,000
403
$444K 0.03%
6,183
404
$444K 0.03%
2,919
-1,100
405
$443K 0.03%
+2,779
406
$443K 0.03%
2,567
-1,010
407
$443K 0.03%
+66,147
408
$442K 0.03%
10,878
409
$442K 0.03%
23,244
410
$441K 0.03%
+5,941
411
$441K 0.03%
34,000
+6,000
412
$441K 0.03%
8,178
413
$439K 0.03%
11,460
414
$437K 0.03%
3,675
415
$437K 0.03%
7,681
+3,640
416
$436K 0.03%
+15,341
417
$435K 0.03%
6,360
-5,600
418
$435K 0.03%
3,630
-400
419
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4,195
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420
$433K 0.03%
7,736
421
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86,741
422
$431K 0.03%
3,502
423
$431K 0.03%
14,303
-11,352
424
$430K 0.03%
39,335
-9,570
425
$429K 0.03%
5,441
-2,891
15 16
17
18 19