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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$296K 0.02%
2,681
577
$295K 0.02%
+4,975
578
$294K 0.02%
5,664
579
$294K 0.02%
8,709
580
$293K 0.02%
9,825
-10
581
$293K 0.02%
13,351
582
$292K 0.02%
9,840
583
$291K 0.02%
2,118
+211
584
$290K 0.02%
5,356
+250
585
$290K 0.02%
22,311
586
$290K 0.02%
31,426
587
$289K 0.02%
4,021
-100
588
$289K 0.02%
4,168
589
$289K 0.02%
11,360
590
$287K 0.02%
5,879
591
$286K 0.02%
+3,144
592
$285K 0.02%
18,689
593
$284K 0.02%
5,343
594
$284K 0.02%
11,057
-12,600
595
$283K 0.02%
4,101
596
$281K 0.02%
4,587
597
$281K 0.02%
19,359
598
$281K 0.02%
+2,978
599
$280K 0.02%
10,090
600
$277K 0.02%
6,411
22 23
24
25 26