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
576
$290K 0.04%
11,005
577
$290K 0.04%
1,691
578
$289K 0.04%
+6,361
579
$288K 0.04%
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$288K 0.04%
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581
$288K 0.04%
1,289
582
$286K 0.04%
4,881
583
$286K 0.04%
+9,300
584
$286K 0.04%
9,000
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585
$285K 0.04%
6,508
586
$284K 0.04%
16,501
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587
$284K 0.04%
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588
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589
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590
$283K 0.04%
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591
$283K 0.04%
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592
$282K 0.04%
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593
$282K 0.04%
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594
$282K 0.04%
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595
$281K 0.04%
67,000
596
$281K 0.04%
3,330
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597
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20,000
598
$280K 0.04%
11,335
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599
$278K 0.04%
3,173
600
$278K 0.04%
4,882
22 23
24
25 26