SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$1.78M
3 +$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1 +$2.85M
2 +$1.39M
3 +$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$315K 0.05%
18,893
452
$315K 0.05%
5,450
453
$314K 0.05%
5,663
454
$313K 0.05%
5,336
455
$312K 0.05%
15,572
456
$311K 0.05%
3,819
+900
457
$311K 0.05%
41,922
+1,232
458
$310K 0.05%
4,296
459
$309K 0.05%
5,972
+288
460
$308K 0.05%
9,231
461
$307K 0.05%
6,853
462
$307K 0.05%
7,736
463
$307K 0.05%
15,394
-351
464
$305K 0.05%
10,832
465
$304K 0.05%
4,916
466
$303K 0.05%
+5,811
467
$302K 0.05%
3,199
468
$300K 0.05%
9,548
469
$300K 0.05%
+9,159
470
$299K 0.05%
5,322
471
$299K 0.05%
8,017
472
$297K 0.05%
8,577
473
$296K 0.05%
10,961
474
$295K 0.05%
5,264
475
$295K 0.05%
12,752