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
551
$314K 0.03%
1,883
552
$314K 0.03%
8,326
553
$313K 0.03%
15,965
554
$313K 0.03%
4,337
+200
555
$312K 0.03%
4,802
556
$307K 0.03%
6,088
557
$306K 0.03%
5,946
558
$306K 0.03%
28,361
559
$306K 0.03%
5,157
560
$303K 0.03%
12,726
+1,200
561
$303K 0.03%
3,831
562
$303K 0.03%
40,540
563
$302K 0.03%
14,969
564
$302K 0.03%
+6,212
565
$301K 0.03%
2,273
566
$301K 0.03%
6,626
567
$301K 0.03%
3,654
-2
568
$301K 0.03%
50,000
569
$300K 0.03%
7,864
570
$299K 0.03%
4,762
571
$299K 0.03%
7,800
-6
572
$297K 0.02%
5,949
573
$297K 0.02%
10,469
574
$297K 0.02%
2,437
-8
575
$296K 0.02%
+9,408
21 22
23
24 25