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
$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 18.53%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.01%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.38M 0.61%
25,254
+1,119
27
$4.22M 0.59%
104,237
-1,200
28
$4.2M 0.59%
273,078
+139,300
29
$4.18M 0.58%
34,912
30
$4.17M 0.58%
39,702
31
$3.93M 0.55%
36,194
32
$3.93M 0.55%
36,532
33
$3.89M 0.54%
99,068
+7,180
34
$3.77M 0.53%
51,916
35
$3.61M 0.5%
137,104
+15,411
36
$3.45M 0.48%
47,463
37
$3.44M 0.48%
34,133
-4,000
38
$3.34M 0.47%
63,182
39
$3.34M 0.47%
193,715
+1,700
40
$3.31M 0.46%
76,624
41
$3.24M 0.45%
37,844
-2,500
42
$3.23M 0.45%
74,484
43
$3.22M 0.45%
31,384
44
$3.18M 0.44%
57,657
-5,914
45
$3.18M 0.44%
9,941
46
$3.15M 0.44%
66,976
+29,600
47
$3.12M 0.44%
96,424
+10,500
48
$3.06M 0.43%
73,083
-9,800
49
$3.06M 0.43%
25,837
+1,658
50
$3.04M 0.42%
24,138
-887
1
2
3 4 5