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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$315K 0.03%
6,183
527
$314K 0.03%
6,584
528
$314K 0.03%
4,567
+4
529
$313K 0.03%
3,974
530
$311K 0.03%
+1,883
531
$311K 0.03%
22,537
532
$310K 0.03%
4,171
-575
533
$309K 0.03%
15,339
534
$308K 0.03%
3,799
+100
535
$307K 0.03%
8,709
536
$307K 0.03%
6,411
537
$307K 0.03%
6,545
-163
538
$306K 0.03%
5,949
539
$306K 0.03%
5,106
540
$305K 0.03%
6,690
541
$305K 0.03%
3,547
542
$304K 0.03%
4,653
543
$303K 0.03%
16,209
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544
$303K 0.03%
19,953
545
$303K 0.03%
4,332
546
$303K 0.03%
10,202
547
$303K 0.03%
+7,419
548
$303K 0.03%
30,000
549
$302K 0.03%
2,113
550
$300K 0.03%
10,060
20 21
22
23 24