SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 20%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 8.98%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$277K 0.04%
6,594
577
$277K 0.04%
17,806
578
$276K 0.04%
8,619
+3,800
579
$275K 0.04%
8,000
580
$274K 0.04%
23,500
+3,000
581
$274K 0.04%
5,340
+2,133
582
$274K 0.04%
10,900
583
$273K 0.04%
7,500
584
$273K 0.04%
6,734
+691
585
$273K 0.04%
3,592
+400
586
$272K 0.04%
7,605
587
$272K 0.04%
22,511
+2,698
588
$271K 0.04%
10,760
589
$270K 0.04%
18,564
590
$268K 0.04%
2,860
591
$268K 0.04%
3,173
592
$267K 0.04%
9,000
593
$267K 0.04%
4,272
594
$266K 0.04%
25,317
595
$265K 0.04%
5,322
596
$265K 0.04%
13,164
597
$265K 0.04%
3,667
598
$262K 0.04%
2,500
599
$262K 0.04%
4,287
600
$261K 0.04%
16,501
22 23
24
25 26