SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$11.8M
3
+$9.85M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$9.35M
5
XOM icon
Exxon Mobil
XOM
+$8.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.8%
2 Healthcare 15.61%
3 Financials 12.15%
4 Industrials 9.42%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$228K 0.04%
+2,855
552
$227K 0.04%
+4,683
553
$226K 0.04%
+5,512
554
$225K 0.04%
+2,658
555
$225K 0.04%
+2,041
556
$225K 0.04%
+4,193
557
$225K 0.04%
+4,500
558
$225K 0.04%
+6,896
559
$224K 0.04%
+4,587
560
$224K 0.04%
+2,500
561
$224K 0.04%
+6,685
562
$223K 0.04%
+4,953
563
$223K 0.04%
+9,317
564
$222K 0.04%
+5,056
565
$222K 0.04%
+3,984
566
$222K 0.04%
+7,927
567
$221K 0.04%
+11,029
568
$220K 0.04%
+3,901
569
$220K 0.04%
+3,540
570
$220K 0.04%
+4,545
571
$219K 0.04%
+11,260
572
$219K 0.04%
+3,173
573
$218K 0.04%
+5,129
574
$218K 0.04%
+9,381
575
$217K 0.04%
+8,006
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