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
$949M
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.71M
3
+$6.46M
4
XYL icon
Xylem
XYL
+$6.08M
5
DVN icon
Devon Energy
DVN
+$4.13M

Top Sells

1
+$155M
2
+$109M
3
+$52.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$34.1M
5
NVDA icon
NVIDIA
NVDA
+$32.6M

Sector Composition

1 Technology 21.49%
2 Healthcare 14.93%
3 Industrials 11.99%
4 Consumer Discretionary 11.05%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$297K 0.03%
2,852
-21,361
427
$297K 0.03%
4,676
-447
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$296K 0.03%
4,033
429
$296K 0.03%
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430
$296K 0.03%
684
431
$295K 0.03%
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432
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433
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434
$294K 0.03%
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-1,441
435
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436
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3,318
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439
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441
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445
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446
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448
$288K 0.03%
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449
$288K 0.03%
1,812
450
$288K 0.03%
8,546
16 17
18
19 20