SCM

Shelton Capital Management Portfolio holdings

AUM $4.35B
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
825
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$3.83M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$1.44M
5
SO icon
Southern Company
SO
+$1.18M

Top Sells

1
+$2.61M
2
+$2.34M
3
+$1.36M
4
SXT icon
Sensient Technologies
SXT
+$1.26M
5
AMG icon
Affiliated Managers Group
AMG
+$1.19M

Sector Composition

1 Technology 20%
2 Healthcare 15.25%
3 Financials 11.98%
4 Industrials 8.98%
5 Consumer Discretionary 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$236K 0.03%
4,683
652
$235K 0.03%
21,215
653
$235K 0.03%
3,444
654
$235K 0.03%
+6,868
655
$234K 0.03%
3,794
656
$234K 0.03%
+16,581
657
$234K 0.03%
4,379
658
$234K 0.03%
2,911
659
$233K 0.03%
17,347
660
$231K 0.03%
11,329
661
$230K 0.03%
7,028
662
$228K 0.03%
67,000
663
$228K 0.03%
11,545
664
$227K 0.03%
7,257
665
$227K 0.03%
4,500
666
$226K 0.03%
4,730
667
$226K 0.03%
+6,060
668
$226K 0.03%
+7,300
669
$225K 0.03%
8,903
670
$225K 0.03%
3,670
671
$224K 0.03%
4,953
672
$224K 0.03%
8,974
673
$223K 0.03%
4,334
674
$222K 0.03%
13,024
675
$222K 0.03%
1,937
25 26
27
28 29