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
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 19.99%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 9%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$399K 0.05%
5,275
427
$398K 0.05%
2,046
428
$398K 0.05%
6,165
+1,100
429
$397K 0.05%
7,690
430
$397K 0.05%
3,579
+619
431
$397K 0.05%
20,500
432
$396K 0.05%
10,077
433
$395K 0.05%
3,632
-100
434
$395K 0.05%
12,545
435
$395K 0.05%
16,721
436
$394K 0.05%
6,420
437
$394K 0.05%
2,212
438
$393K 0.05%
12,371
439
$391K 0.05%
3,950
+100
440
$391K 0.05%
5,660
441
$390K 0.05%
11,452
442
$390K 0.05%
4,261
+430
443
$388K 0.05%
9,160
+901
444
$387K 0.05%
6,923
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445
$387K 0.05%
5,028
446
$387K 0.05%
27,132
447
$386K 0.05%
8,577
448
$384K 0.05%
3,453
449
$384K 0.05%
11,802
450
$380K 0.05%
4,670
16 17
18
19 20