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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.88%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$301K 0.02%
19,491
+1,764
602
$301K 0.02%
5,614
603
$299K 0.02%
12,344
-4,064
604
$298K 0.02%
5,146
-2,872
605
$298K 0.02%
13,351
606
$297K 0.02%
1,842
-820
607
$297K 0.02%
5,336
608
$297K 0.02%
5,898
-4,900
609
$297K 0.02%
4,689
610
$297K 0.02%
6,212
611
$296K 0.02%
5,664
612
$296K 0.02%
5,356
613
$296K 0.02%
4,281
614
$295K 0.02%
10,202
615
$294K 0.02%
4,057
616
$293K 0.02%
7,407
617
$293K 0.02%
691
-329
618
$293K 0.02%
5,157
619
$292K 0.02%
11,057
620
$291K 0.02%
3,199
-1,343
621
$290K 0.02%
7,638
622
$290K 0.02%
4,092
-2,700
623
$288K 0.02%
30,000
624
$287K 0.02%
3,239
-1,324
625
$287K 0.02%
4,908
23 24
25
26 27