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
$1.28B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.75M
3
+$2.75M
4
CMA icon
Comerica
CMA
+$2.69M
5
ACAS
American Capital Ltd
ACAS
+$2.49M

Top Sells

1
+$4.58M
2
+$2.75M
3
+$1.96M
4
CVX icon
Chevron
CVX
+$1.85M
5
NVO icon
Novo Nordisk
NVO
+$1.47M

Sector Composition

1 Technology 18.88%
2 Financials 16.6%
3 Energy 10.56%
4 Healthcare 10.46%
5 Communication Services 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$286K 0.02%
4,146
-1,862
627
$285K 0.02%
28,000
628
$285K 0.02%
+13,669
629
$284K 0.02%
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630
$284K 0.02%
4,618
631
$284K 0.02%
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632
$284K 0.02%
10,060
633
$284K 0.02%
19,483
634
$283K 0.02%
3,937
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635
$283K 0.02%
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636
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637
$282K 0.02%
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639
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640
$281K 0.02%
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641
$280K 0.02%
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643
$279K 0.02%
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$278K 0.02%
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646
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647
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11,169
-4,796
648
$276K 0.02%
14,578
649
$275K 0.02%
11,260
650
$275K 0.02%
4,549
-100
24 25
26
27 28