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
$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 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$364K 0.03%
9,976
477
$363K 0.03%
2,583
+1
478
$361K 0.03%
5,157
479
$358K 0.03%
3,273
480
$355K 0.03%
6,415
481
$354K 0.03%
19,156
482
$353K 0.03%
26,000
483
$352K 0.03%
9,626
+1,200
484
$349K 0.03%
25,000
485
$348K 0.03%
11,700
486
$347K 0.03%
3,502
487
$347K 0.03%
25,112
488
$347K 0.03%
22,412
+16
489
$346K 0.03%
17,046
490
$346K 0.03%
3,063
+100
491
$346K 0.03%
6,008
492
$344K 0.03%
67,000
493
$343K 0.03%
14,394
+15
494
$343K 0.03%
50,000
495
$342K 0.03%
5,664
496
$341K 0.03%
4,839
497
$341K 0.03%
5,133
498
$341K 0.03%
5,466
499
$340K 0.03%
20,075
+21
500
$338K 0.03%
7,013
18 19
20
21 22