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
26
$3.73M 0.68%
+50,952
27
$3.59M 0.65%
+147,516
28
$3.46M 0.63%
+91,888
29
$3.32M 0.61%
+48,157
30
$3.19M 0.58%
+34,912
31
$3.12M 0.57%
+53,346
32
$3.02M 0.55%
+36,594
33
$2.93M 0.53%
+211,040
34
$2.9M 0.53%
+257,561
35
$2.87M 0.52%
+185,615
36
$2.84M 0.52%
+34,732
37
$2.77M 0.51%
+32,084
38
$2.71M 0.49%
+48,563
39
$2.7M 0.49%
+74,584
40
$2.69M 0.49%
+63,182
41
$2.64M 0.48%
+59,483
42
$2.61M 0.48%
+23,575
43
$2.56M 0.47%
+35,690
44
$2.55M 0.47%
+9,941
45
$2.55M 0.46%
+74,607
46
$2.53M 0.46%
+15,759
47
$2.52M 0.46%
+41,584
48
$2.5M 0.46%
+71,383
49
$2.44M 0.45%
+29,168
50
$2.4M 0.44%
+21,614
1
2
3 4 5