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
$716M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.88M
3
+$1.74M
4
C icon
Citigroup
C
+$1.39M
5
VZ icon
Verizon
VZ
+$634K

Top Sells

1
+$7.04M
2
+$4.83M
3
+$3.03M
4
EHC icon
Encompass Health
EHC
+$2.66M
5
MSFT icon
Microsoft
MSFT
+$2.64M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.16%
3 Financials 12.27%
4 Industrials 10.03%
5 Energy 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$263K 0.04%
3,192
-348
627
$263K 0.04%
8,974
628
$262K 0.04%
2,843
629
$261K 0.04%
5,614
630
$259K 0.04%
2,500
631
$259K 0.04%
3,762
+180
632
$259K 0.04%
+4,450
633
$258K 0.04%
23,748
634
$258K 0.04%
21,320
+6,065
635
$257K 0.04%
2,860
636
$257K 0.04%
+2,838
637
$256K 0.04%
2,298
-1,000
638
$256K 0.04%
10,056
639
$254K 0.04%
11,329
640
$253K 0.04%
13,164
+728
641
$253K 0.04%
9,526
642
$253K 0.04%
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643
$251K 0.04%
+16,700
644
$251K 0.04%
3,831
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645
$251K 0.04%
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646
$249K 0.03%
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647
$249K 0.03%
7,934
+1,427
648
$249K 0.03%
3,794
649
$249K 0.03%
1,500
+87
650
$247K 0.03%
11,257
24 25
26
27 28