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
$548M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1 +$17.5M
2 +$12.5M
3 +$9.65M
4
XOM icon
Exxon Mobil
XOM
+$8.75M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$8.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.8%
2 Healthcare 15.61%
3 Financials 12.19%
4 Industrials 9.42%
5 Energy 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$130K 0.02%
+24,779
627
$126K 0.02%
+15,931
628
$125K 0.02%
+15,690
629
$124K 0.02%
+3,207
630
$116K 0.02%
+14,892
631
$107K 0.02%
+11,526
632
$106K 0.02%
+11,117
633
$104K 0.02%
+4,368
634
$89K 0.02%
+2,361
635
$84K 0.02%
+42,417
636
$81K 0.01%
+11,743
637
$70K 0.01%
+774
638
$68K 0.01%
+13,869
639
$60K 0.01%
+15,928
640
$53K 0.01%
+12,999
641
$43K 0.01%
+2,806
642
$30K 0.01%
+6,733