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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$419K 0.04%
100,000
427
$418K 0.04%
11,112
428
$417K 0.04%
15,510
429
$416K 0.04%
7,907
430
$415K 0.04%
12,220
431
$415K 0.04%
9,507
432
$414K 0.04%
14,360
433
$413K 0.04%
10,276
434
$411K 0.04%
8,549
435
$410K 0.04%
32,561
436
$409K 0.04%
3,634
+922
437
$409K 0.04%
14,516
438
$408K 0.04%
3,181
-2,189
439
$407K 0.04%
11,529
+200
440
$404K 0.04%
8,905
441
$404K 0.04%
20,500
442
$404K 0.04%
16,938
443
$403K 0.04%
13,870
-2,025
444
$403K 0.04%
15,435
445
$401K 0.04%
6,200
446
$400K 0.04%
6,657
447
$399K 0.04%
7,370
448
$397K 0.04%
4,812
449
$397K 0.04%
9,889
+5
450
$395K 0.03%
2,811
16 17
18
19 20