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
26
$3.66M 0.61%
38,068
-200
27
$3.62M 0.61%
53,346
28
$3.49M 0.58%
223,440
+12,400
29
$3.47M 0.58%
34,793
-119
30
$3.31M 0.55%
39,532
+4,800
31
$3.28M 0.55%
91,888
32
$3.21M 0.54%
96,737
-85,881
33
$3.2M 0.54%
189,615
+4,000
34
$3.12M 0.52%
35,290
-400
35
$3.08M 0.52%
48,157
36
$3.02M 0.5%
36,194
-400
37
$2.94M 0.49%
63,182
38
$2.93M 0.49%
32,084
39
$2.9M 0.49%
47,463
-1,100
40
$2.86M 0.48%
41,084
-500
41
$2.83M 0.47%
56,236
+2,863
42
$2.77M 0.46%
24,076
+501
43
$2.73M 0.46%
74,584
44
$2.7M 0.45%
59,483
45
$2.69M 0.45%
9,941
46
$2.68M 0.45%
118,646
+4,310
47
$2.61M 0.44%
64,817
+1,376
48
$2.61M 0.44%
22,178
+200
49
$2.58M 0.43%
22,494
+880
50
$2.55M 0.43%
93,018
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