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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$427K 0.04%
3,334
-300
427
$427K 0.04%
12,987
+5,790
428
$427K 0.04%
14,360
429
$426K 0.04%
22,586
430
$426K 0.04%
2,554
-100
431
$422K 0.04%
14,194
432
$422K 0.04%
17,091
433
$421K 0.04%
9,749
+4,640
434
$420K 0.04%
10,777
435
$419K 0.04%
16,408
436
$418K 0.03%
19,156
437
$416K 0.03%
5,692
438
$415K 0.03%
3,660
-200
439
$415K 0.03%
12,752
440
$414K 0.03%
5,755
441
$412K 0.03%
8,640
+91
442
$412K 0.03%
12,298
443
$412K 0.03%
9,183
-900
444
$410K 0.03%
23,244
445
$409K 0.03%
23,748
446
$409K 0.03%
2,582
-1
447
$408K 0.03%
16,014
448
$406K 0.03%
5,182
449
$405K 0.03%
7,013
450
$404K 0.03%
6,196
+696
16 17
18
19 20