SCM

Shelton Capital Management Portfolio holdings

AUM $4.67B
1-Year Est. Return 32.51%
This Quarter Est. Return
1 Year Est. Return
+32.51%
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 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$360K 0.05%
4,828
477
$357K 0.05%
16,019
-3,929
478
$356K 0.05%
3,720
479
$356K 0.05%
+9,809
480
$355K 0.05%
11,034
481
$355K 0.05%
6,521
+540
482
$355K 0.05%
15,400
+4,900
483
$354K 0.05%
5,336
484
$354K 0.05%
10,077
485
$353K 0.05%
7,249
486
$353K 0.05%
29,826
+2,082
487
$351K 0.05%
3,945
488
$350K 0.05%
5,663
489
$350K 0.05%
22,075
490
$349K 0.05%
5,208
491
$349K 0.05%
5,450
492
$348K 0.05%
18,384
+1,940
493
$348K 0.05%
2,735
494
$348K 0.05%
+8,500
495
$348K 0.05%
116,800
+59,800
496
$347K 0.05%
6,492
497
$343K 0.05%
8,187
498
$343K 0.05%
5,336
499
$342K 0.05%
39,152
500
$341K 0.05%
10,900
18 19
20
21 22