SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$246K 0.04%
6,464
-364
552
$245K 0.04%
5,737
-240
553
$245K 0.04%
6,583
554
$245K 0.04%
6,508
555
$244K 0.04%
+11,510
556
$244K 0.04%
2,783
557
$244K 0.04%
1,073
558
$244K 0.04%
5,222
559
$243K 0.04%
7,028
-344
560
$242K 0.04%
15,949
561
$242K 0.04%
3,173
562
$242K 0.04%
4,379
563
$242K 0.04%
2,855
564
$242K 0.04%
11,792
565
$240K 0.04%
3,484
566
$240K 0.04%
6,700
-472
567
$240K 0.04%
6,842
568
$239K 0.04%
13,242
569
$239K 0.04%
4,665
570
$239K 0.04%
6,439
571
$238K 0.04%
4,332
572
$238K 0.04%
+8,776
573
$237K 0.04%
+10,547
574
$237K 0.04%
+4,410
575
$236K 0.04%
10,056
21 22
23
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