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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$277K 0.02%
10,060
602
$277K 0.02%
10,202
603
$276K 0.02%
4,653
604
$275K 0.02%
14,578
605
$275K 0.02%
4,118
606
$274K 0.02%
7,226
-2,400
607
$274K 0.02%
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608
$274K 0.02%
10,259
609
$273K 0.02%
8,456
-1,100
610
$270K 0.02%
3,182
-100
611
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5,087
612
$270K 0.02%
4,908
613
$269K 0.02%
8,211
614
$268K 0.02%
4,202
615
$268K 0.02%
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616
$266K 0.02%
2,362
-208
617
$264K 0.02%
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618
$264K 0.02%
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619
$264K 0.02%
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620
$264K 0.02%
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621
$263K 0.02%
7,407
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622
$263K 0.02%
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623
$263K 0.02%
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624
$262K 0.02%
6,584
625
$261K 0.02%
1,163
-3
23 24
25
26 27