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
$548M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$12.5M
3
+$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.82%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.4%
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
$200K 0.04%
+11,792
607
$196K 0.04%
+14,192
608
$192K 0.04%
+13,024
609
$191K 0.03%
+11,582
610
$185K 0.03%
+21,687
611
$184K 0.03%
+31,636
612
$182K 0.03%
+20,000
613
$172K 0.03%
+7,400
614
$171K 0.03%
+13,274
615
$169K 0.03%
+11,857
616
$167K 0.03%
+31,124
617
$159K 0.03%
+22,657
618
$157K 0.03%
+11,505
619
$156K 0.03%
+10,034
620
$156K 0.03%
+14,132
621
$150K 0.03%
+23,748
622
$149K 0.03%
+3,417
623
$145K 0.03%
+12,888
624
$135K 0.02%
+12,466
625
$130K 0.02%
+13,895
22 23 24
25
26