SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$337K 0.06%
15,739
427
$337K 0.06%
4,828
428
$337K 0.06%
22,976
429
$336K 0.06%
5,812
-250
430
$334K 0.06%
13,655
431
$334K 0.06%
12,843
+470
432
$333K 0.06%
19,948
+962
433
$333K 0.06%
354
434
$332K 0.06%
4,435
+171
435
$331K 0.06%
5,887
+390
436
$328K 0.05%
11,470
437
$327K 0.05%
5,723
+122
438
$327K 0.05%
5,184
439
$326K 0.05%
3,850
-200
440
$325K 0.05%
170
-9
441
$324K 0.05%
10,469
442
$322K 0.05%
2,312
443
$321K 0.05%
10,876
444
$320K 0.05%
6,822
+459
445
$320K 0.05%
+4,981
446
$319K 0.05%
7,873
447
$319K 0.05%
10,735
+579
448
$318K 0.05%
4,674
449
$317K 0.05%
20,054
450
$316K 0.05%
11,556
16 17
18
19 20