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
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 19.99%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 9%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$337K 0.05%
18,171
502
$334K 0.04%
5,336
503
$334K 0.04%
2,476
504
$334K 0.04%
33,300
505
$331K 0.04%
9,461
+3,100
506
$330K 0.04%
6,853
507
$330K 0.04%
20,054
508
$329K 0.04%
5,512
509
$328K 0.04%
4,021
510
$327K 0.04%
2,282
511
$326K 0.04%
39,152
512
$325K 0.04%
18,655
513
$325K 0.04%
44,653
514
$324K 0.04%
10,469
515
$323K 0.04%
26,300
516
$322K 0.04%
11,880
517
$322K 0.04%
6,767
518
$320K 0.04%
10,832
519
$320K 0.04%
8,017
520
$318K 0.04%
8,187
521
$317K 0.04%
5,450
522
$316K 0.04%
2,735
523
$315K 0.04%
8,025
524
$314K 0.04%
3,720
525
$313K 0.04%
9,809
19 20
21
22 23