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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$337K 0.03%
15,065
527
$335K 0.03%
3,667
-10
528
$334K 0.03%
3,943
529
$333K 0.03%
2,476
530
$333K 0.03%
25,000
531
$332K 0.03%
18,564
532
$331K 0.03%
4,563
-4
533
$331K 0.03%
5,614
534
$330K 0.03%
4,041
-100
535
$329K 0.03%
6,833
536
$326K 0.03%
21,719
-169
537
$325K 0.03%
+16,638
538
$324K 0.03%
20,276
539
$324K 0.03%
3,799
540
$322K 0.03%
14,703
541
$322K 0.03%
10,151
542
$320K 0.03%
7,099
543
$320K 0.03%
8,022
544
$319K 0.03%
6,903
545
$317K 0.03%
10,423
546
$316K 0.03%
4,431
547
$315K 0.03%
4,825
548
$315K 0.03%
20,054
-21
549
$314K 0.03%
8,775
550
$314K 0.03%
4,607
20 21
22
23 24