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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$328K 0.05%
706,720
+26,720
527
$324K 0.05%
7,500
-2,400
528
$324K 0.05%
5,222
529
$323K 0.05%
5,515
530
$323K 0.05%
10,454
531
$323K 0.05%
5,301
+228
532
$323K 0.05%
5,184
533
$321K 0.04%
5,304
534
$320K 0.04%
5,002
535
$320K 0.04%
+1,900
536
$319K 0.04%
7,605
537
$319K 0.04%
3,532
538
$318K 0.04%
1,981
-1,000
539
$318K 0.04%
10,465
540
$317K 0.04%
8,985
541
$317K 0.04%
+44,653
542
$315K 0.04%
1,498
543
$315K 0.04%
10,000
544
$315K 0.04%
6,247
545
$313K 0.04%
4,953
546
$313K 0.04%
4,957
547
$312K 0.04%
26,300
548
$312K 0.04%
4,510
-1,200
549
$311K 0.04%
3,092
550
$311K 0.04%
12,752
20 21
22
23 24