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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$404K 0.03%
10,276
452
$404K 0.03%
4,567
-4,152
453
$403K 0.03%
7,002
454
$403K 0.03%
28,000
-54
455
$402K 0.03%
14,740
456
$401K 0.03%
4,812
457
$401K 0.03%
3,714
458
$400K 0.03%
6,657
459
$398K 0.03%
9,275
460
$397K 0.03%
1,500
-4,154
461
$397K 0.03%
14,516
462
$397K 0.03%
7,907
463
$396K 0.03%
2,811
464
$395K 0.03%
8,018
465
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8,058
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466
$388K 0.03%
9,648
-15,600
467
$387K 0.03%
1,735
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468
$387K 0.03%
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469
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9,884
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470
$385K 0.03%
11,460
+5,343
471
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2,884
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472
$384K 0.03%
19,451
-6,846
473
$383K 0.03%
2,753
-651
474
$382K 0.03%
9,976
475
$381K 0.03%
3,179
-3,443
17 18
19
20 21