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
$949M
AUM Growth
-$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$6.71M
3
+$6.46M
4
XYL icon
Xylem
XYL
+$6.08M
5
DVN icon
Devon Energy
DVN
+$4.13M

Top Sells

1
+$155M
2
+$109M
3
+$52.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$34.1M
5
NVDA icon
NVIDIA
NVDA
+$32.6M

Sector Composition

1 Technology 21.49%
2 Healthcare 14.93%
3 Industrials 11.99%
4 Consumer Discretionary 11.05%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$208K 0.02%
+2,659
627
$208K 0.02%
1,310
-180
628
$207K 0.02%
+1,051
629
$207K 0.02%
1,262
-541
630
$207K 0.02%
+3,687
631
$207K 0.02%
+143
632
$207K 0.02%
8,024
633
$207K 0.02%
2,627
-187
634
$206K 0.02%
2,724
-210
635
$205K 0.02%
+326
636
$204K 0.02%
+9,014
637
$204K 0.02%
2,357
638
$204K 0.02%
+5,356
639
$203K 0.02%
+8,667
640
$203K 0.02%
11,390
641
$202K 0.02%
15,538
-1,089
642
$202K 0.02%
+7,746
643
$201K 0.02%
+4,542
644
$201K 0.02%
5,484
645
$201K 0.02%
+1,844
646
$201K 0.02%
5,025
-1,274
647
$200K 0.02%
+3,304
648
$197K 0.02%
11,696
649
$187K 0.02%
17,306
650
$172K 0.02%
11,308
24 25
26
27 28