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
501
$262K 0.03%
1,944
-146
502
$262K 0.03%
3,855
-5,400
503
$262K 0.03%
4,444
504
$261K 0.03%
7,609
-641
505
$261K 0.03%
7,926
-372
506
$261K 0.03%
1,505
-200
507
$260K 0.03%
8,025
508
$258K 0.03%
+4,738
509
$256K 0.03%
1,929
-148
510
$256K 0.03%
3,003
-7,995
511
$256K 0.03%
3,023
512
$254K 0.03%
1,873
513
$254K 0.03%
2,800
514
$254K 0.03%
+5,111
515
$254K 0.03%
6,872
516
$253K 0.03%
1,217
517
$253K 0.03%
1,507
518
$251K 0.03%
2,784
-148
519
$251K 0.03%
7,198
520
$250K 0.03%
1,392
521
$249K 0.03%
+4,458
522
$249K 0.03%
2,939
523
$248K 0.03%
3,400
524
$248K 0.03%
11,717
525
$248K 0.03%
2,297
-100
19 20
21
22 23