SCM

Shelton Capital Management Portfolio holdings

AUM $5.07B
1-Year Est. Return 30.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$11.8M
3 +$9.85M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$9.35M
5
XOM icon
Exxon Mobil
XOM
+$8.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.8%
2 Healthcare 15.61%
3 Financials 12.15%
4 Industrials 9.42%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$126K 0.02%
+15,931
627
$125K 0.02%
+15,690
628
$124K 0.02%
+3,207
629
$116K 0.02%
+14,892
630
$107K 0.02%
+11,526
631
$106K 0.02%
+11,117
632
$104K 0.02%
+6,552
633
$89K 0.02%
+2,361
634
$84K 0.02%
+42,417
635
$81K 0.01%
+11,743
636
$70K 0.01%
+774
637
$68K 0.01%
+13,869
638
$60K 0.01%
+15,928
639
$53K 0.01%
+12,999
640
$43K 0.01%
+2,806
641
$30K 0.01%
+6,733