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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$404K 0.06%
12,600
+3,400
427
$404K 0.06%
6,853
428
$403K 0.06%
8,392
429
$403K 0.06%
10,348
+442
430
$402K 0.06%
26,166
431
$402K 0.06%
19,077
432
$402K 0.06%
20,500
-1,380
433
$400K 0.06%
5,400
-5,300
434
$400K 0.06%
26,784
435
$400K 0.06%
5,275
436
$398K 0.06%
6,477
437
$398K 0.06%
5,772
438
$398K 0.06%
31,610
439
$398K 0.06%
3,453
440
$397K 0.06%
11,802
441
$395K 0.06%
8,017
442
$394K 0.06%
8,521
443
$392K 0.05%
5,614
444
$392K 0.05%
9,231
445
$391K 0.05%
10,298
+356
446
$391K 0.05%
8,259
+282
447
$388K 0.05%
6,690
448
$388K 0.05%
+46,700
449
$387K 0.05%
2,445
+169
450
$386K 0.05%
16,199
16 17
18
19 20