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
501
$368K 0.03%
2,681
502
$367K 0.03%
+60,580
503
$367K 0.03%
+22,062
504
$367K 0.03%
9,961
505
$366K 0.03%
6,709
-2,196
506
$365K 0.03%
23,020
+1,301
507
$365K 0.03%
2,979
-200
508
$364K 0.03%
7,506
509
$364K 0.03%
8,439
510
$364K 0.03%
2,715
511
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5,466
512
$363K 0.03%
4,762
513
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4,273
514
$361K 0.03%
3,654
515
$361K 0.03%
6,880
-2,627
516
$360K 0.03%
2,884
517
$360K 0.03%
2,430
-381
518
$359K 0.03%
4,975
519
$358K 0.03%
6,415
520
$358K 0.03%
11,360
521
$358K 0.03%
2,497
-2,054
522
$356K 0.03%
3,051
-2,153
523
$356K 0.03%
+5,334
524
$355K 0.03%
3,360
-300
525
$354K 0.03%
23,274
-480
19 20
21
22 23