SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$11.8M
3
+$9.85M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$9.35M
5
XOM icon
Exxon Mobil
XOM
+$8.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.8%
2 Healthcare 15.61%
3 Financials 12.15%
4 Industrials 9.42%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$203K 0.04%
+2,783
602
$202K 0.04%
+4,844
603
$201K 0.04%
+6,489
604
$201K 0.04%
+3,043
605
$200K 0.04%
+11,048
606
$196K 0.04%
+14,192
607
$192K 0.04%
+13,024
608
$191K 0.03%
+11,582
609
$185K 0.03%
+21,687
610
$184K 0.03%
+31,636
611
$182K 0.03%
+20,000
612
$172K 0.03%
+7,400
613
$171K 0.03%
+13,274
614
$169K 0.03%
+11,857
615
$167K 0.03%
+31,124
616
$159K 0.03%
+22,657
617
$157K 0.03%
+11,505
618
$156K 0.03%
+10,034
619
$156K 0.03%
+14,132
620
$150K 0.03%
+23,748
621
$149K 0.03%
+3,417
622
$145K 0.03%
+12,888
623
$135K 0.02%
+12,466
624
$130K 0.02%
+13,895
625
$130K 0.02%
+24,779
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