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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.88%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$342K 0.03%
3,056
-2,565
552
$341K 0.03%
5,946
553
$340K 0.03%
+1,919
554
$339K 0.03%
5,482
-1,720
555
$339K 0.03%
9,814
-22,600
556
$338K 0.03%
8,775
557
$337K 0.03%
14,253
-4,903
558
$336K 0.03%
10,766
+2,400
559
$335K 0.03%
22,311
560
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+3,400
561
$334K 0.03%
4,514
-1,552
562
$332K 0.03%
4,175
-3,304
563
$332K 0.03%
5,915
564
$331K 0.03%
2,481
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565
$330K 0.03%
4,832
-3,500
566
$330K 0.03%
66,140
567
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6,683
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568
$329K 0.03%
6,833
569
$328K 0.03%
6,411
570
$328K 0.03%
12,800
571
$326K 0.02%
10,698
572
$325K 0.02%
4,512
-3,500
573
$325K 0.02%
9,825
574
$323K 0.02%
4,429
-1,520
575
$323K 0.02%
10,469
21 22
23
24 25