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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$216K 0.04%
+8,414
577
$215K 0.04%
+7,026
578
$214K 0.04%
+6,894
579
$214K 0.04%
+4,794
580
$214K 0.04%
+4,379
581
$213K 0.04%
+8,366
582
$213K 0.04%
+5,304
583
$212K 0.04%
+7,290
584
$212K 0.04%
+10,846
585
$212K 0.04%
+2,393
586
$211K 0.04%
+19,995
587
$210K 0.04%
+22,192
588
$209K 0.04%
+2,860
589
$209K 0.04%
+15,090
590
$209K 0.04%
+4,332
591
$207K 0.04%
+589,120
592
$206K 0.04%
+14,822
593
$206K 0.04%
+11,819
594
$206K 0.04%
+6,583
595
$205K 0.04%
+13,242
596
$205K 0.04%
+5,906
597
$205K 0.04%
+2,644
598
$205K 0.04%
+4,812
599
$203K 0.04%
+4,223
600
$203K 0.04%
+6,439
22 23
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25 26