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
$949M
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.71M
3
+$6.46M
4
XYL icon
Xylem
XYL
+$6.08M
5
DVN icon
Devon Energy
DVN
+$4.13M

Top Sells

1
+$155M
2
+$109M
3
+$52.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$34.1M
5
NVDA icon
NVIDIA
NVDA
+$32.6M

Sector Composition

1 Technology 21.49%
2 Healthcare 14.93%
3 Industrials 11.99%
4 Consumer Discretionary 11.05%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$227K 0.02%
6,727
577
$227K 0.02%
12,308
578
$227K 0.02%
2,688
-234
579
$227K 0.02%
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580
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581
$225K 0.02%
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-321
582
$225K 0.02%
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584
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585
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586
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587
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588
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589
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590
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591
$222K 0.02%
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593
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596
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$218K 0.02%
1,893
598
$218K 0.02%
941
599
$218K 0.02%
3,000
-15,843
600
$217K 0.02%
4,449
22 23
24
25 26