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
$949M
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.71M
3
+$6.46M
4
XYL icon
Xylem
XYL
+$6.08M
5
DVN icon
Devon Energy
DVN
+$4.13M

Top Sells

1
+$155M
2
+$109M
3
+$52.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$34.1M
5
NVDA icon
NVIDIA
NVDA
+$32.6M

Sector Composition

1 Technology 21.49%
2 Healthcare 14.93%
3 Industrials 11.99%
4 Consumer Discretionary 11.05%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$247K 0.03%
+1,743
527
$247K 0.03%
5,392
528
$247K 0.03%
4,696
-638
529
$246K 0.03%
3,216
-2
530
$245K 0.03%
4,895
531
$245K 0.03%
+2,085
532
$245K 0.03%
7,809
-379
533
$244K 0.03%
+7,046
534
$244K 0.03%
2,454
535
$244K 0.03%
1,804
-88
536
$244K 0.03%
21,550
537
$244K 0.03%
11,573
538
$244K 0.03%
1,606
539
$243K 0.03%
7,944
-475
540
$243K 0.03%
2,860
541
$242K 0.03%
5,793
542
$242K 0.03%
2,106
-149
543
$242K 0.03%
+3,428
544
$242K 0.03%
7,087
545
$241K 0.03%
+8,119
546
$239K 0.03%
2,081
-3,500
547
$239K 0.03%
8,600
-150
548
$238K 0.02%
1,027
549
$238K 0.02%
9,650
550
$238K 0.02%
1,752
-257
20 21
22
23 24