SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$11.8M
3
+$9.85M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$9.35M
5
XOM icon
Exxon Mobil
XOM
+$8.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.8%
2 Healthcare 15.61%
3 Financials 12.15%
4 Industrials 9.42%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$312K 0.06%
+9,231
427
$310K 0.06%
+7,873
428
$309K 0.06%
+11,556
429
$307K 0.06%
+7,482
430
$305K 0.06%
+40,575
431
$303K 0.06%
+7,212
432
$303K 0.06%
+4,674
433
$300K 0.05%
+19,301
434
$297K 0.05%
+9,333
435
$296K 0.05%
+4,877
436
$296K 0.05%
+9,530
437
$296K 0.05%
+5,663
438
$296K 0.05%
+22,976
439
$294K 0.05%
+26,784
440
$293K 0.05%
+4,970
441
$293K 0.05%
+10,469
442
$292K 0.05%
+8,187
443
$291K 0.05%
+5,336
444
$291K 0.05%
+22,562
445
$291K 0.05%
+10,156
446
$289K 0.05%
+6,737
447
$288K 0.05%
+3,945
448
$288K 0.05%
+7,605
449
$288K 0.05%
+6,717
450
$287K 0.05%
+10,576
16 17
18
19 20