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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$242K 0.04%
+2,159
527
$242K 0.04%
+7,172
528
$242K 0.04%
+693
529
$242K 0.04%
+4,296
530
$240K 0.04%
+3,352
531
$239K 0.04%
+40,690
532
$238K 0.04%
+15,949
533
$238K 0.04%
+10,582
534
$238K 0.04%
+23,544
535
$237K 0.04%
+2,919
536
$237K 0.04%
+25,205
537
$237K 0.04%
+7,043
538
$236K 0.04%
+10,056
539
$235K 0.04%
+5,614
540
$234K 0.04%
+15,807
541
$234K 0.04%
+5,066
542
$234K 0.04%
+12,710
543
$233K 0.04%
+6,507
544
$233K 0.04%
+4,665
545
$232K 0.04%
+2,885
546
$230K 0.04%
+4,402
547
$230K 0.04%
+9,381
548
$230K 0.04%
+9,885
549
$229K 0.04%
+3,484
550
$229K 0.04%
+12,110
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