SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$260K 0.04%
6,896
527
$258K 0.04%
+3,008
528
$258K 0.04%
5,658
-381
529
$257K 0.04%
9,988
-600
530
$255K 0.04%
5,512
531
$255K 0.04%
10,000
532
$255K 0.04%
5,178
533
$255K 0.04%
17,375
+898
534
$255K 0.04%
2,282
535
$254K 0.04%
6,507
536
$254K 0.04%
17,806
537
$253K 0.04%
5,304
538
$253K 0.04%
10,846
539
$252K 0.04%
+15,744
540
$252K 0.04%
+22,956
541
$252K 0.04%
2,182
+141
542
$251K 0.04%
+4,322
543
$250K 0.04%
+5,192
544
$250K 0.04%
11,048
545
$250K 0.04%
12,110
546
$249K 0.04%
3,540
547
$247K 0.04%
5,614
548
$247K 0.04%
4,146
+245
549
$247K 0.04%
5,208
-208
550
$246K 0.04%
5,906
20 21
22
23 24