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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$281K 0.02%
8,775
577
$279K 0.02%
31,426
-6,500
578
$278K 0.02%
5,336
579
$277K 0.02%
6,088
580
$277K 0.02%
8,966
581
$277K 0.02%
7,197
582
$277K 0.02%
20,710
583
$276K 0.02%
3,677
+10
584
$274K 0.02%
15,965
585
$274K 0.02%
21,000
586
$273K 0.02%
28,361
587
$272K 0.02%
4,825
588
$270K 0.02%
+3,509
589
$269K 0.02%
11,526
590
$269K 0.02%
+4,049
591
$269K 0.02%
7,099
592
$268K 0.02%
2,770
+500
593
$267K 0.02%
+7,806
594
$267K 0.02%
3,734
595
$267K 0.02%
+3,282
596
$266K 0.02%
6,626
-845
597
$265K 0.02%
1,166
+225
598
$265K 0.02%
1,907
-110
599
$263K 0.02%
3,866
600
$262K 0.02%
4,121
22 23
24
25 26