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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.88%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.03M 0.54%
80,511
+1,273
27
$7.02M 0.53%
83,650
+12,655
28
$6.64M 0.51%
300,683
-38,904
29
$6.63M 0.51%
105,931
-4,250
30
$6.4M 0.49%
42,245
+14,624
31
$6.24M 0.48%
38,990
-1,400
32
$6.24M 0.48%
54,458
-4,944
33
$5.98M 0.46%
58,193
+8,589
34
$5.98M 0.46%
58,046
+17,022
35
$5.84M 0.44%
61,602
-3,000
36
$5.82M 0.44%
180,204
+9,600
37
$5.8M 0.44%
36,527
+1,069
38
$5.76M 0.44%
47,336
+8,875
39
$5.63M 0.43%
3,841
-26
40
$5.61M 0.43%
81,285
+23,148
41
$5.49M 0.42%
98,935
-16,808
42
$5.34M 0.41%
139,040
+56,333
43
$5.32M 0.41%
99,670
-2,003
44
$5.13M 0.39%
166,475
+52,115
45
$5.11M 0.39%
269,882
46
$4.95M 0.38%
111,734
+400
47
$4.93M 0.38%
34,302
48
$4.81M 0.37%
29,530
-3,510
49
$4.65M 0.35%
121,976
50
$4.63M 0.35%
261,990
-11,000
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2
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