SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$11.8M
3
+$9.85M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$9.35M
5
XOM icon
Exxon Mobil
XOM
+$8.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.8%
2 Healthcare 15.61%
3 Financials 12.15%
4 Industrials 9.42%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$266K 0.05%
+10,588
477
$266K 0.05%
+6,842
478
$266K 0.05%
+4,028
479
$265K 0.05%
+7,084
480
$265K 0.05%
+2,398
481
$264K 0.05%
+5,497
482
$263K 0.05%
+10,077
483
$262K 0.05%
+11,880
484
$262K 0.05%
+6,039
485
$261K 0.05%
+12,752
486
$261K 0.05%
+16,477
487
$260K 0.05%
+5,172
488
$260K 0.05%
+7,551
489
$259K 0.05%
+5,322
490
$259K 0.05%
+1,691
491
$258K 0.05%
+5,977
492
$257K 0.05%
+2,287
493
$257K 0.05%
+22,371
494
$257K 0.05%
+5,416
495
$257K 0.05%
+7,334
496
$257K 0.05%
+10,000
497
$257K 0.05%
+7,736
498
$257K 0.05%
+2,282
499
$256K 0.05%
+6,828
500
$256K 0.05%
+6,508
18 19
20
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