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
$1.17B
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.44M
3
+$3.72M
4
BHP icon
BHP
BHP
+$2.74M
5
CVX icon
Chevron
CVX
+$2.63M

Top Sells

1
+$6.39M
2
+$3.43M
3
+$3.21M
4
ABT icon
Abbott
ABT
+$2.78M
5
DHR icon
Danaher
DHR
+$2.46M

Sector Composition

1 Technology 19.43%
2 Financials 14.89%
3 Healthcare 11.57%
4 Energy 10.59%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$261K 0.02%
+8,917
627
$259K 0.02%
4,645
628
$258K 0.02%
3,724
629
$258K 0.02%
3,409
-100
630
$258K 0.02%
30,000
631
$257K 0.02%
19,483
632
$257K 0.02%
6,419
633
$256K 0.02%
3,866
634
$256K 0.02%
5,336
635
$256K 0.02%
2,019
-3
636
$255K 0.02%
3,460
637
$255K 0.02%
4,281
638
$255K 0.02%
10,698
639
$254K 0.02%
4,649
+600
640
$254K 0.02%
1,802
641
$251K 0.02%
3,557
-5
642
$251K 0.02%
7,137
643
$250K 0.02%
4,836
-3
644
$249K 0.02%
6,701
645
$248K 0.02%
31,609
646
$246K 0.02%
421
647
$246K 0.02%
3,050
648
$245K 0.02%
11,260
649
$244K 0.02%
5,120
650
$243K 0.02%
3,151
+300
24 25
26
27 28