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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$287K 0.05%
+10,454
452
$287K 0.05%
+9,548
453
$286K 0.05%
+6,907
454
$285K 0.05%
+5,601
455
$283K 0.05%
+18,171
456
$282K 0.05%
+13,655
457
$282K 0.05%
+2,602
458
$282K 0.05%
+6,633
459
$281K 0.05%
+20,054
460
$276K 0.05%
+12,087
461
$274K 0.05%
+10,833
462
$273K 0.05%
+3,741
463
$271K 0.05%
+5,264
464
$271K 0.05%
+10,832
465
$271K 0.05%
+6,767
466
$271K 0.05%
+18,986
467
$270K 0.05%
+5,336
468
$269K 0.05%
+5,627
469
$269K 0.05%
+6,194
470
$269K 0.05%
+15,572
471
$269K 0.05%
+3,199
472
$268K 0.05%
+10,876
473
$268K 0.05%
+4,828
474
$267K 0.05%
+4,050
475
$267K 0.05%
+3,667
17 18
19
20 21