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
$949M
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.71M
3
+$6.46M
4
XYL icon
Xylem
XYL
+$6.08M
5
DVN icon
Devon Energy
DVN
+$4.13M

Top Sells

1
+$155M
2
+$109M
3
+$52.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$34.1M
5
NVDA icon
NVIDIA
NVDA
+$32.6M

Sector Composition

1 Technology 21.49%
2 Healthcare 14.93%
3 Industrials 11.99%
4 Consumer Discretionary 11.05%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$217K 0.02%
6,728
-372
602
$216K 0.02%
+1,902
603
$215K 0.02%
2,835
-772
604
$214K 0.02%
5,514
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605
$214K 0.02%
+4,700
606
$214K 0.02%
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607
$214K 0.02%
3,210
-1,150
608
$214K 0.02%
12,872
-1,802
609
$214K 0.02%
+2,308
610
$213K 0.02%
2,864
-188
611
$213K 0.02%
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612
$212K 0.02%
4,389
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613
$212K 0.02%
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614
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8,216
615
$212K 0.02%
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616
$212K 0.02%
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617
$212K 0.02%
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618
$211K 0.02%
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619
$211K 0.02%
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620
$211K 0.02%
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$210K 0.02%
3,052
622
$210K 0.02%
2,928
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623
$210K 0.02%
+1,502
624
$209K 0.02%
2,570
-233
625
$209K 0.02%
+2,202
23 24
25
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