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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$393K 0.03%
23,748
452
$393K 0.03%
19,563
453
$391K 0.03%
5,692
454
$391K 0.03%
11,158
455
$390K 0.03%
2,273
456
$387K 0.03%
22,000
457
$386K 0.03%
63,000
+27,000
458
$386K 0.03%
5,747
459
$385K 0.03%
17,884
460
$384K 0.03%
4,542
461
$383K 0.03%
2,715
462
$378K 0.03%
8,018
463
$377K 0.03%
+16,014
464
$376K 0.03%
44,166
-16,700
465
$375K 0.03%
3,314
466
$375K 0.03%
2,460
-63
467
$373K 0.03%
15,216
-8,788
468
$371K 0.03%
2,898
+2
469
$371K 0.03%
4,815
470
$370K 0.03%
12,752
471
$369K 0.03%
9,275
472
$368K 0.03%
37,820
473
$367K 0.03%
5,755
474
$366K 0.03%
5,502
+2
475
$365K 0.03%
7,645
17 18
19
20 21