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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$361K 0.03%
4,332
502
$361K 0.03%
20,710
503
$356K 0.03%
+38,589
504
$355K 0.03%
4,839
505
$354K 0.03%
9,305
506
$354K 0.03%
15,339
507
$351K 0.03%
+3,200
508
$351K 0.03%
6,690
509
$348K 0.03%
+4,422
510
$347K 0.03%
5,124
-6,773
511
$346K 0.03%
2,113
512
$346K 0.03%
14,379
-15
513
$343K 0.03%
5,133
514
$343K 0.03%
22,537
515
$343K 0.03%
+34,775
516
$343K 0.03%
4,542
517
$343K 0.03%
+8,178
518
$340K 0.03%
3,547
519
$340K 0.03%
5,466
520
$340K 0.03%
5,500
-2
521
$340K 0.03%
4,878
522
$339K 0.03%
6,183
523
$338K 0.03%
21,400
524
$337K 0.03%
22,396
-16
525
$337K 0.03%
8,597
19 20
21
22 23