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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$385K 0.05%
4,341
-1,300
452
$384K 0.05%
5,799
+418
453
$383K 0.05%
6,627
454
$381K 0.05%
2,046
455
$381K 0.05%
18,900
+5,100
456
$380K 0.05%
6,624
+210
457
$378K 0.05%
4,670
-100
458
$377K 0.05%
26,800
459
$377K 0.05%
6,420
+2,000
460
$376K 0.05%
2,476
461
$376K 0.05%
8,197
462
$375K 0.05%
18,171
463
$374K 0.05%
+74,500
464
$374K 0.05%
2,212
465
$373K 0.05%
3,679
+257
466
$372K 0.05%
12,960
+450
467
$371K 0.05%
5,784
-4,338
468
$367K 0.05%
10,036
469
$367K 0.05%
4,674
470
$366K 0.05%
8,800
471
$364K 0.05%
3,732
+200
472
$364K 0.05%
6,633
473
$363K 0.05%
18,369
474
$362K 0.05%
6,223
475
$362K 0.05%
2,175
-137
17 18
19
20 21