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
$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 18.84%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.93M 0.61%
121,342
-3,400
27
$6.77M 0.6%
43,095
+1,805
28
$6.75M 0.59%
62,616
-8,997
29
$6.04M 0.53%
58,002
-200
30
$5.95M 0.52%
260,000
31
$5.84M 0.51%
148,491
+7,144
32
$5.83M 0.51%
104,368
-25,152
33
$5.5M 0.48%
37,906
-1,879
34
$5.47M 0.48%
87,315
-5,600
35
$5.17M 0.46%
119,444
-2,496
36
$5.07M 0.45%
111,347
+1,543
37
$5.03M 0.44%
34,740
+950
38
$4.92M 0.43%
391,237
+9,005
39
$4.89M 0.43%
90,694
-3,400
40
$4.83M 0.43%
32,993
-2,039
41
$4.69M 0.41%
69,134
-2,083
42
$4.53M 0.4%
341,487
+52,004
43
$4.5M 0.4%
34,302
44
$4.45M 0.39%
58,756
-1,000
45
$4.35M 0.38%
107,791
+13,707
46
$4.29M 0.38%
35,604
+229
47
$4.27M 0.38%
97,859
+8,997
48
$4.24M 0.37%
273,010
+71,250
49
$4.19M 0.37%
27,800
+1,574
50
$4.08M 0.36%
3,267
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2
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