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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$308K 0.04%
5,322
552
$308K 0.04%
170
553
$308K 0.04%
255
554
$308K 0.04%
2,603
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555
$308K 0.04%
4,916
556
$307K 0.04%
8,000
557
$307K 0.04%
9,429
+801
558
$306K 0.04%
7,146
559
$306K 0.04%
29,835
-4,500
560
$304K 0.04%
6,594
561
$304K 0.04%
4,772
+178
562
$304K 0.04%
4,251
563
$303K 0.04%
2,960
+284
564
$303K 0.04%
2,947
565
$302K 0.04%
10,000
+2,100
566
$301K 0.04%
33,300
567
$299K 0.04%
17,603
568
$298K 0.04%
31,124
569
$297K 0.04%
3,155
570
$295K 0.04%
5,512
571
$294K 0.04%
6,439
572
$293K 0.04%
8,296
+549
573
$292K 0.04%
3,003
+186
574
$291K 0.04%
17,806
575
$290K 0.04%
+964
21 22
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