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
$949M
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.71M
3
+$6.46M
4
XYL icon
Xylem
XYL
+$6.08M
5
DVN icon
Devon Energy
DVN
+$4.13M

Top Sells

1
+$155M
2
+$109M
3
+$52.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$34.1M
5
NVDA icon
NVIDIA
NVDA
+$32.6M

Sector Composition

1 Technology 21.49%
2 Healthcare 14.93%
3 Industrials 11.99%
4 Consumer Discretionary 11.05%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$274K 0.03%
3,808
-299
477
$274K 0.03%
2,550
-635
478
$274K 0.03%
3,089
-227
479
$273K 0.03%
5,475
-324
480
$273K 0.03%
1,285
-130
481
$273K 0.03%
2,122
-154
482
$272K 0.03%
1,917
-174
483
$272K 0.03%
7,646
484
$272K 0.03%
8,541
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485
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6,788
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486
$271K 0.03%
6,787
487
$270K 0.03%
964
488
$269K 0.03%
4,363
489
$269K 0.03%
6,634
490
$269K 0.03%
4,568
-266
491
$268K 0.03%
3,400
-16,482
492
$268K 0.03%
16,697
493
$267K 0.03%
14,864
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494
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1,800
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495
$265K 0.03%
7,601
496
$264K 0.03%
1,687
497
$264K 0.03%
1,631
498
$262K 0.03%
2,552
-262
499
$262K 0.03%
5,299
500
$262K 0.03%
2,629
+18
18 19
20
21 22