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
501
$341K 0.05%
8,577
502
$340K 0.05%
6,767
503
$340K 0.05%
20,054
504
$339K 0.05%
100,000
505
$339K 0.05%
10,469
506
$339K 0.05%
6,809
507
$338K 0.05%
7,026
508
$337K 0.05%
5,523
+392
509
$337K 0.05%
18,655
510
$337K 0.05%
16,721
511
$336K 0.05%
2,685
512
$336K 0.05%
14,516
513
$336K 0.05%
2,183
514
$336K 0.05%
2,282
515
$333K 0.05%
+18,600
516
$333K 0.05%
6,341
517
$332K 0.05%
4,021
518
$331K 0.05%
1,064
+13
519
$331K 0.05%
8,879
+3,748
520
$331K 0.05%
4,812
521
$330K 0.05%
22,956
522
$330K 0.05%
11,880
523
$330K 0.05%
5,065
+270
524
$329K 0.05%
13,538
+698
525
$328K 0.05%
6,194
19 20
21
22 23