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
651
$247K 0.03%
2,398
652
$247K 0.03%
5,737
653
$246K 0.03%
13,242
654
$246K 0.03%
4,683
655
$246K 0.03%
4,332
656
$246K 0.03%
15,931
657
$244K 0.03%
11,260
658
$244K 0.03%
2,147
-59
659
$243K 0.03%
3,805
660
$243K 0.03%
5,087
661
$243K 0.03%
6,087
+200
662
$242K 0.03%
+6,198
663
$241K 0.03%
20,500
+6,400
664
$240K 0.03%
+4,900
665
$240K 0.03%
8,903
666
$239K 0.03%
7,028
667
$239K 0.03%
4,400
668
$239K 0.03%
4,516
+287
669
$239K 0.03%
6,931
+98
670
$238K 0.03%
5,339
+291
671
$237K 0.03%
15,807
672
$237K 0.03%
3,981
+279
673
$237K 0.03%
5,612
+361
674
$237K 0.03%
+4,272
675
$237K 0.03%
693
25 26
27
28 29