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
$1.17B
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 19.44%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.81M 0.57%
221,897
-3,767
27
$6.68M 0.56%
64,602
+6,600
28
$6.5M 0.54%
59,402
-3,214
29
$6.46M 0.54%
92,015
+4,700
30
$6.27M 0.52%
115,743
-5,599
31
$6.16M 0.51%
40,390
-2,705
32
$5.69M 0.47%
3,867
+600
33
$5.58M 0.47%
70,995
+21,290
34
$5.57M 0.47%
269,882
+9,882
35
$5.38M 0.45%
35,458
-2,448
36
$5.32M 0.44%
339,587
-1,900
37
$5.29M 0.44%
101,673
-2,695
38
$5.14M 0.43%
170,604
+36,584
39
$5M 0.42%
15,970
-5
40
$4.91M 0.41%
166,076
+72,113
41
$4.89M 0.41%
111,334
-13
42
$4.77M 0.4%
33,040
-1,700
43
$4.71M 0.39%
272,990
-20
44
$4.65M 0.39%
121,976
+2,532
45
$4.63M 0.39%
47,898
+16,965
46
$4.54M 0.38%
146,900
+88,720
47
$4.45M 0.37%
41,024
-1,300
48
$4.44M 0.37%
38,461
+2,857
49
$4.4M 0.37%
27,290
-100
50
$4.38M 0.37%
49,604
+5,561
1
2
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