SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$1.78M
3 +$1.49M
4
MRO
Marathon Oil Corporation
MRO
+$704K
5
TMO icon
Thermo Fisher Scientific
TMO
+$663K

Top Sells

1 +$2.85M
2 +$1.39M
3 +$675K
4
KMX icon
CarMax
KMX
+$581K
5
CI icon
Cigna
CI
+$506K

Sector Composition

1 Technology 16.95%
2 Healthcare 16.02%
3 Financials 12.03%
4 Industrials 9.88%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$212K 0.04%
+4,229
627
$210K 0.04%
+3,805
628
$210K 0.04%
+218
629
$209K 0.04%
+7,162
630
$207K 0.03%
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631
$207K 0.03%
7,043
632
$206K 0.03%
+5,294
633
$206K 0.03%
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634
$206K 0.03%
9,381
635
$205K 0.03%
+23,835
636
$205K 0.03%
8,903
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637
$205K 0.03%
+5,087
638
$205K 0.03%
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639
$205K 0.03%
6,888
-1,186
640
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641
$203K 0.03%
+4,206
642
$203K 0.03%
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643
$203K 0.03%
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644
$202K 0.03%
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645
$202K 0.03%
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646
$201K 0.03%
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647
$200K 0.03%
10,340
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648
$200K 0.03%
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649
$197K 0.03%
14,192
650
$191K 0.03%
14,822