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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$278K 0.04%
17,347
602
$278K 0.04%
6,700
603
$277K 0.04%
11,545
604
$276K 0.04%
14,669
+3,300
605
$276K 0.04%
12,981
+1,900
606
$275K 0.04%
6,489
607
$275K 0.04%
14,798
+4,614
608
$274K 0.04%
2,287
609
$274K 0.04%
10,833
610
$273K 0.04%
25,317
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611
$272K 0.04%
4,379
612
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613
$271K 0.04%
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614
$270K 0.04%
2,582
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615
$270K 0.04%
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616
$269K 0.04%
3,484
617
$269K 0.04%
19,000
+3,188
618
$267K 0.04%
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619
$266K 0.04%
3,409
620
$266K 0.04%
3,376
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621
$266K 0.04%
7,614
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622
$265K 0.04%
4,245
623
$265K 0.04%
6,842
624
$264K 0.04%
3,619
+209
625
$263K 0.04%
21,215
23 24
25
26 27