SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.78M
3
+$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1
+$2.85M
2
+$1.39M
3
+$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$222K 0.04%
1,973
-186
602
$222K 0.04%
11,819
603
$222K 0.04%
+5,643
604
$221K 0.04%
+7,188
605
$221K 0.04%
13,024
606
$221K 0.04%
22,192
607
$221K 0.04%
11,545
-542
608
$220K 0.04%
7,334
609
$220K 0.04%
7,927
610
$218K 0.04%
+3,409
611
$218K 0.04%
6,685
612
$218K 0.04%
4,730
-326
613
$218K 0.04%
+8,677
614
$218K 0.04%
19,995
615
$216K 0.04%
2,793
-4,400
616
$216K 0.04%
+2,183
617
$215K 0.04%
+4,400
618
$215K 0.04%
3,532
-452
619
$214K 0.04%
6,890
-400
620
$214K 0.04%
+2,440
621
$214K 0.04%
24,546
+1,002
622
$214K 0.04%
3,352
623
$213K 0.04%
9,885
624
$212K 0.04%
2,860
625
$212K 0.04%
+4,245
23 24
25
26 27