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
$1.28B
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 18.87%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$388K 0.03%
7,370
477
$386K 0.03%
15,196
-5,304
478
$386K 0.03%
10,777
479
$384K 0.03%
5,692
480
$383K 0.03%
9,976
481
$383K 0.03%
11,442
-7,653
482
$381K 0.03%
9,266
-3,486
483
$380K 0.03%
2,273
484
$380K 0.03%
10,209
-4,203
485
$379K 0.03%
4,330
-4,799
486
$377K 0.03%
9,006
-2,690
487
$376K 0.03%
5,268
-4,331
488
$376K 0.03%
10,276
489
$376K 0.03%
+3,616
490
$375K 0.03%
6,910
-2,395
491
$374K 0.03%
8,060
492
$374K 0.03%
+18,974
493
$373K 0.03%
14,516
494
$372K 0.03%
6,666
495
$371K 0.03%
7,002
496
$369K 0.03%
1,600
+100
497
$369K 0.03%
8,355
-4,527
498
$369K 0.03%
4,476
-1,483
499
$368K 0.03%
10,551
+400
500
$368K 0.03%
3,541
-500
18 19
20
21 22