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
$1.11B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.7M
3
+$4.22M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.6M

Top Sells

1
+$2.36M
2
+$2.03M
3
+$1.96M
4
VZ icon
Verizon
VZ
+$1.4M
5
COR icon
Cencora
COR
+$1.19M

Sector Composition

1 Technology 18.83%
2 Financials 15.31%
3 Healthcare 13.05%
4 Energy 9.72%
5 Communication Services 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$261K 0.02%
19,359
602
$261K 0.02%
16,698
603
$261K 0.02%
10,423
604
$260K 0.02%
5,879
605
$259K 0.02%
5,262
606
$259K 0.02%
12,402
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607
$258K 0.02%
3,636
608
$257K 0.02%
3,460
609
$257K 0.02%
5,120
610
$255K 0.02%
2,001
611
$255K 0.02%
4,041
612
$253K 0.02%
14,578
613
$252K 0.02%
4,839
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614
$252K 0.02%
10,698
615
$251K 0.02%
40,540
616
$251K 0.02%
12,177
617
$250K 0.02%
6,037
618
$250K 0.02%
8,363
619
$250K 0.02%
1,802
620
$249K 0.02%
10,259
621
$248K 0.02%
3,837
622
$248K 0.02%
4,101
623
$248K 0.02%
9,823
624
$247K 0.02%
7,415
+8
625
$247K 0.02%
8,366
23 24
25
26 27